Save hours of time by creating templates of common work you perform over and over. Don’t write again and again, pick from a list instead.
Pre-Build Features
Prebuild Lines
Import Prebuild
Creating a Prebuild from a Quote/Job/Invoice from scratch
Pre-builds are templates you can use for Quotes, Jobs and Invoices.
Pre-builds can be created with a Job description, products, Labour and other items that can be imported directly into your job.
Either import the pre-build details directly into each section of the task on your Quote, Job or invoice or import the pre-build as a single line.
If you have a repeat job already created, you can create a pre-build directly from that job to save time entering the details again.
