Saving estimates as templates

Version 6 of Briefcase introduces a new ability to save estimates you have previously created as templates.

In order to save an Estimate in Briefcase as a template, you'll need to have a current estimate that has not yet been marked off as approved. A few handy things you can do prior to saving the template is to ensure the name of the estimate can be used later down the track Ie. 4-10 page website

Open up an Estimate that you would like to save as a template. From the action menu select the option 'Save Template'. Briefcase will then provide a pop up with the name of the estimate.

Once this has done you can navigate to the job you are wanting to load the template into. You'll need to create a new estimate and then use the action menu to select the 'Load Template' option.

You will see a list of previously saved templates. Once you've found the template you would like to load simply click on it and Briefcase will automatically bring across any related information from the Detail, Line Items and Footnotes.

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