Using Templates to Streamline Your Estimating Process
Starting with a template can significantly save you time. If your estimates typically include similar elements like groups, products, pricing markups, inclusions, and exclusions, you can create and save an estimate as a reusable template.
A recommended best practice is to create a project in Crows Nest named something like "Estimating Template." Within this project, set up an estimate, customize it to your preferences, and then save it as a Source Template.