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How do I manage created templates and template folders

Create a folder, inspect folder and template actions, and cancel a template deletion after reviewing its warning

Step 1: Open Manage Templates

On an open estimate, click the arrow next to Add Template, then choose Manage Templates.

01-open-manage-templates

Image description: The Add Template menu with Manage Templates highlighted.

Step 2: Create and name a folder

Click Create a New Folder and enter a descriptive name, such as Bathroom Demo.02-enter-folder-name

Image description: Bathroom Demo entered in the new folder name field.

Step 3: Save the folder name

Click the check mark beside the name. The saved folder then appears in Manage Templates.

03-save-folder-name

Image description: The check mark that saves the new folder name.

Step 4: View folder actions

Open the three-dot menu on a folder to see Edit and Delete. Leave both untouched if you only want to inspect the options.

04-folder-actions

Image description: The folder menu showing Edit and Delete for Bathroom Demo.

Step 5: View template actions

Hover over a template row to reveal the pencil for renaming, the arrow for applying, and the trash icon for deleting.

05-template-actions

Image description: The rename, apply, and delete icons on the General Template row.

Step 6: Review the delete warning

Click the trash icon to open Delete Estimate Template. Read the warning before deciding: deletion cannot be undone.

06-delete-warning

Image description: The Delete Estimate Template dialog, including Cancel and Delete.

Step 7: Cancel to keep the template

Click Cancel if you want to keep it. General Template remains in the list.

07-cancel-delete

Image description: General Template still appears after the deletion is canceled.

Remember

What you see can differ depending on your organization's settings and your permission level. Tab names, headers and available options are configurable. If you can't see or do something described here, ask your manager first. They can contact support.

Also read

  • How to create and save an estimate template

  • How do I edit an existing template?

  • How do I use or combine templates on a new estimate?

💡Pro tips

  • Any template you create or delete will affect the entire organization. 

  • Folders keep templates organized, for example one for bathrooms, one for doors and one for roofing.