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Using Templates to Streamline Your Estimating Process
Starting with a template can be a way to save valuable significantly save you time. If most of the estimates you create have the same basic structure of elements such as your estimates typically include similar elements like groups, products, pricing markups, inclusions, and exclusions, etc., you can create and save an estimate and save it as a reusable template.
A common recommended best practice is to begin by creating create a project in Crows Nest that’s titled named something like “Estimating Template”. In this designated project, create "Estimating Template." Within this project, set up an estimate, configure it the way you’d like, then add the estimate as a Source Templatecustomize it to your preferences, and then save it as your ‘Template Project’ with one or more Source Templates.
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