You should be able to setup a estimate template that can be used and adjusted for for each project. I would like to setup the most detailed estimate as the template and use if for each job by just taking away what isn't need and updating quanities.

Comments

  • We set up our 9-5 Estimate to include everything that might be needed, then EXPORT TAKEOFF. (Each Project Manager has their own folder in the file area that automatically opens right up.) Then we IMPORT TAKEOFF from our folder again when needed for the next similar job.

  • Delivered in version# 22.1.