Save Repair Lines to Templates
Save repair lines to My Templates, so you can re-use the repair lines in future estimates.
How to
- Click the Estimate tab to open the estimate.
- Select the repair line from the list and click the three dots icon .
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Select Save to My Templates. The Save window opens for the repair line.
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In the Save window, select the Template Group and Category.
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If desired, click + New Template or + New Category create a new Template Group or Category.
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Click Done to save.
The repair line is successfully saved in the selected group and category.