Printing Estimate Templates

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The Estimate Template Print Options screen allows you to print Estimate Templates you have created. The printout will have all the items that you have included in the template but everything else will be blank. This allows you to take the printed template with you when doing an estimate. You can fill in all customer, project and quantity information by hand on the job. When you return to the computer you can use this to setup the customer and the project. You would then create a new estimate for the project and import the same template into your estimate and enter the quantities from the printed template. This will speed up your gathering of information on the job and creating the estimate on the computer.

You can also open this screen from the Printing Centre.



Select the report from the Select Report drop-down list. The name of the reports will explain their layout. Click the button to view a longer description of the selected report.

Click the Print button and select Preview to view the estimate template on screen before printing. Select Print to send the estimate template straight to the printer.

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