Log in to your account
From the menu, choose Estimates
At the top right, toggle to Templates
Click the black button, Add Template+
The Estimate Template builder will open in a new tab
Enter a Template Title and click on continue
Enter the information that you would not want to re-enter when building a estimate, such as
Cover Photo
About Us
Project Overview
Testimonials
When finished, at the top right, click Save Template
The template will be saved to your library