Edit Items in Estimate Templates

Editing a Template Category – Keep Your Categories Up-to-Date

Easily make adjustments to your template categories to reflect changes in your projects or workflows.

Steps to Edit a Template Category

1. Select the Edit Option

• Locate the category you want to update.
• Click on the Edit option to open the editing interface.

Pro tip: Regularly review and update template categories to ensure they remain relevant and easy to navigate.

Modifying and Saving a Template Category – Apply Updates Easily

After selecting the category to edit, you can make the necessary changes and ensure they are saved properly.

Steps to Modify and Save

• Update the relevant details of the template category, such as Category Name or Sub-Category.
• Click the Save button to apply the changes and update the custom list.

Pro tip: Double-check all edits before saving to maintain clarity and prevent confusion in your template library.

Delete:Select Delete to remove a template permanently. When you do, a confirmation popup will appear with the message:

“Are you sure you want to delete this item?”

Click Yes to confirm, or Cancel to go back without deleting.

This step ensures that no template is removed accidentally, keeping your records accurate and under control.

Pro Tip:

After uploading, always verify that your template appears in the list. Use the three-dots menu to make edits or delete outdated templates as needed — a clean list means faster access and better organization.