Templates Pop-Up

Use the fields in the Templates pop-up to create a library of standard templates.

To display this pop-up, click the Templates button at the bottom of the Jobs or Quotes page.

Field	Description
Folders	This contains the saved templates and can be nested. Select a folder before you click Add Folder to nest the new folder under the existing folder.
Add Folder	Click to add a folder.
Modify	Click to edit a folder or template name.
Delete	Click to delete a folder or template.
Save as Template	Click to save the current view's stages, tasks, purchases, and expenses as a template.
Apply Template to View	Click to apply the template views, stages, tasks, purchases, and expenses to the current view.