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217: Estimating - Contract and Work Order Opportunity Templates

In this video, we’ll be talking about Estimating, specifically Contract and Work Order Opportunity Templates.

Aspire Software avatar
Written by Aspire Software
Updated over 10 months ago

In this video, you will:

  • Understand the concept of Opportunity Templates

  • Learn how to create and manage Opportunity templates in Aspire

  • Learn how to use Templates when creating Estimates vs. copying an Opportunity

Sections

  • 0:00 Introduction

  • 0:26 Overview of Opportunity Templates

  • 1:38 Creating Opportunity Templates

  • 3:54 Managing Opportunity Templates

  • 5:38 Creating a New Opportunity from a Template

  • 8:26 Copying Opportunities

  • 9:52 Review

Training Video

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