1. Build an estimate the way you like it, with the roof area filled in.
  2. In Proposal pages, open Save this estimate as a template, name it and save. Materials and labour are saved per square.
  3. On any job, use Or start from a template with that roof’s squares. Options, items, warranty, wording, upgrades and the note come across, with today’s prices from the price list.

Change or hide templates in Settings → Quote templates.


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