TRANSCRIPTION
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--- CLIP 2: Templates ---
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[00:01:33]
All right, once you've done that you can move to the templates tab. We're going to come back to catalog afterwards but click on templates and the first thing you want to do is check submit marketplace for what templates you need for your company. So if you guys do any of these services, go ahead and click on these folders and select those templates. I'll show you in a second. If you don't do any of these services, don't worry you can skip this step and just jump forward a little bit in this video and we're going to go through
[00:02:20]
how you can build out all of your custom templates for the services you do. All right, if you do any of these services here, go ahead and click on the category and then select the services. You'll see that there is base rock by the ton and base rock by the yard for certain services. So whether it says yards or tons, select that based on how you're buying the base rock or aggregate or whatever the material is. All right, so here you would just click select and select the services that you need and go through. In this case, I would skip over the yards unless you need it, the steps and then there's also subcontracted options. So if you don't do your concrete in-house, then you would select subcontracted.
[00:03:06]
All right, so just select what you need based on how you do those services. If it's done with your own employees, you'll select that here. Even if it's day rate finishers, you'll still select this in-house template. You can get select that you sub out the finishers. And if you subcontract everything, then you would select that here. So that's kind of how that works. Select what you need and then you'd move to the next category. For example, landscaping. Select the templates that you need over here. So you can just click right on this select button to select them and those will get added here. Go through the ones you need and you can just go through the list. As you scroll down, there'll be subcontracted options as well as you can see right here. All right, so select what you need based
[00:03:55]
on how you do the services and then go to the next category. All right, so for example, hardscaping. Click on that. When you're switching through these categories, make sure you make sure you scroll up to go to the top and select the next templates that you need. So if you need the paver template, select that. You would just go down the list. Retaining walls, there's outdoor kitchens, fire pits, whatever you need for your company. All right, there's also some different templates for like downspouts and french drain, for fences, decks, and pergolas, tree removal and trimming, maintenance, and also the miscellaneous will have discount. You'll want to make sure you select that as well. All right, if you guys do pools, there's some templates for that
[00:04:40]
and when you're ready, click save selected templates. Those will start processing here. You can let this process in the background and you can navigate to different pages here. Just make sure you don't close this tab while this is still processing. All right, from there, like I said earlier, if none of these templates apply to the type of work you do, don't worry. You can always come back. We can always build the templates as we go and we'll show you that how to do it in detail. The templates have already saved here. You can see in my templates, these have all been added. So now I can start using these on the estimates I'm doing.