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Add a Custom Part

This video is for adding “one-off” custom parts to your estimate. This video is N...

Create or Edit Templates

▶️ Working with Templates ...   Continued Learning To learn about template formul...

Customizing Categories Within One Estimate

Note This article is for changing a part category for one estimate. If you want t...

How to Set Default Markup

Click “Options” Click “Preferences” > “Miscellaneous”  Set Default Markup  Cli...