Edit an Estimate Template

OBJECTIVE

To edit 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 EDIT AN ESTIMATE TEMPLATE

  1. Navigate to Company Overview via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Estimate Templates category
  4. Right-click on the desired Estimate Template
  5. Select Manage Template Contents from the dropdown menu 
    1. This will open the Estimate Template
  6. Make desired changes
    1. Changes are automatically saved

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