video1.0<iframe src="https://www.loom.com/embed/a0bc95b45533478c926becc13942091f" frameborder="0" width="1732" height="1299" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12991732Loomhttps://www.loom.com12991732https://cdn.loom.com/sessions/thumbnails/a0bc95b45533478c926becc13942091f-43d31105426cb900.gif312.022In this video, I quickly explain the difference between estimate formats and templates in Chariot, highlighting how they work together when creating estimates. I discuss how formats serve as the framework for estimates, controlling the structure and visibility of information for customers, while templates act as shortcuts for frequently used charges. I also demonstrate how to switch between formats and save new templates based on specific estimates. Please take a moment to review how these features can streamline your estimating process and consider applying them in your next estimate creation.