Resource Types
Labour, Materials and Equipment are examples of Resource Types. You pick items from the Resource Types lookup list when creating Job...
Lookups
Articles to assist with the management and setup of Item Templates and Resource types
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Estimate Templates
You can create an Estimate Template to define a structured (hierarchical) list of templates for the Job Estimate in your job estimates.... -
Add/Edit Items for Estimate Template
Add an Item to an estimate Click ‘Lookups’, then click ‘Estimate Templates’ Select your template from the drop-down. To add...
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