Create an Estimate Template

OBJECTIVE

To create an Estimate Template in ConstructionOnline

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

STEPS TO CREATE AN ESTIMATE TEMPLATE

A. From a Project Estimate:

  1. Navigate to desired Project via the Left Sidebar
  2. Select the Financials Tab
    1. This will automatically open to the Estimating category
  3. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Select Save As Template
    1. This will open the Save As Template window
  5. Enter the Template Name
  6. Choose the Estimate Values you don't want to transfer to the Template
  7. Click Save

B. Create a new Estimate Template:

  1. Navigate to the Company Overview via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Estimate Templates category
  4. Click the green +Add New button
    1. This will open the Create New Estimate Template window
  5. Choose how you'd like to create your Estimate: Create a Blank Estimate, Create from a Template, or Import from Excel
    1. The next steps will vary based on the method you choose. For more information, view Create a New EstimateScreenshot_33

HAVE MORE QUESTIONS?

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