video1.0<iframe src="https://www.loom.com/embed/85f49438d79444908c9d006dd627844a" frameborder="0" width="1988" height="1491" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14911988Loomhttps://www.loom.com14911988https://cdn.loom.com/sessions/thumbnails/85f49438d79444908c9d006dd627844a-246cd4f000a92e76.gif616.021In this video, I review how to create and utilize custom templates for scope line items and estimates using our system's headers. I demonstrate how to add line items organized by headers in both the web and mobile app, and I discuss three methods for setting up these templates: manually creating them, copying existing items, and using a bulk upload via an Excel spreadsheet. I encourage you to explore these options to streamline your workflow and ensure consistency in your estimates. If you have any questions or need assistance with the bulk upload, please reach out to our support team. Let's get started on building your template list!