Create a Quote or Job Using an On-Demand Template

1.  From the Customer Card, click the Create Quote from Template button or Create Job from Template button. 

2.  A list of your existing Job Templates will display.  Locate and select the required template in the list then click the Create a Job button.

3.  A new Quote or Job Card for that Customer will display, using the information contained within the On-Demand Template.

Note that you can also create a Quote or Job using a Recurring Template however the recurring properties will not be applied.