Buildxact allows you to set a template of your choice as a default that will populate automatically for any new estimate.

  1. Find the "Estimates" tab
  2. Click "Templates" in the sub menu
  3. 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 this article.

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