- Knowledge Base
- Financials
- Estimating
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
- Navigate to Company Overview via the Left Sidebar
- Select the Financials tab
- Choose the Estimate Templates category
- Right-click on the desired Estimate Template
- Select Manage Template Contents from the dropdown menu
- This will open the Estimate Template
- Make desired changes
- Changes are automatically saved
HAVE MORE QUESTIONS?
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