Adding a Template

There are two separate ways to add templates into the system.

Adding a new Template

1. Navigate to the ‘Add’ dropdown on the main menu, and then click ‘Template’

   

2. Fill out the Template Information

   1. Template Name – Must be unique to each template

   2. Description – Brief Information about the template

   3. Category – Specify which category this item belongs under

3. Click 'Submit'

NOTE: Only the template name is required to move forward. You will have an opportunity fill the other information in later.

Adding a Template through the Bid Page

The next option for adding a template is to add it directly from the bid page. This is the way we recommend adding a new template, it’s a much more simple process.

1. Once you have created the bid you would like to turn into a job (added items and quantities to the bid worksheet) simply click the ‘Convert to Template’ button located above the tabs

2. This will take you to the new Template page where you can make any necessary changes.