Templates can be invaluable for saving time when estimating projects. Dave makes it easy to save any estimate as a template that can be used when you start your next project.

How to create a Template

In the header of the Estimate page click on the 3 dots menu, then click on “Save Estimate as Template”

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Then name your template and hit save

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Managing your Templates

To manage your templates, go to Settings > Estimates. There, you can view, rename, or delete your saved templates.

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Using a Template

When starting a new project, click on the "Estimate" tab. If you haven't started an estimate yet, you'll see the create page where you can choose the template you want to use.