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How to create a new estimate or job order, starting with a cart template?

How to add a cart template to an order.

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Written by Paul Premachuk
Updated over a week ago

You have created your own cart template and now you want to apply it to an order. (If you have not created a cart template yet please check out this article)

You have the ability to apply a cart template to both Quote/Estimate Orders and Job Orders. Click on the 'New Job' button at the top of the Lead or Customer profile page. Or, click the New Job button at the top-right of the system.

After clikcing the new job button, you will get a pop-up where you can select a cart template to launch the new job with. Click Attach a Template to select your cart template. Then click Create to create the new job.

Once you have clicked the 'Create' button after selecting the cart template you want to use, your Estimate or Job will be displayed with line items and prices you have preset when you created the cart template.

*Important to note, that you can still add additional line items and services to the cart even if you are using a cart template.

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