How to Create a Scope of Work Template

This is a quick guide on how to create a scope of work template

1.) The first step would be navigating to the proposal screen within a job and click on the scope of work tab

2.) Once in the Scope of Work tab, click on Template Maintenance

3.) Once in the template editor, enter/copy/paste the scope of work you would like to have and click Add.

4.) The scope of work template will now be saved and located within the template drop down

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