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217: Estimating - Contract and Work Order Opportunity Templates
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 5 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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