Buildxact allows you to set a template of your choice as a default that will populate automatically for any new estimate.
- Find the "Estimates" tab
- Click "Templates" in the sub menu
- Click the drawing pin icon on the right of the template you want to set as a default
This will now automatically generate a copy of your chosen template every time you start a new estimate.
For more information on creating templates, please see our article on the three ways to create templates