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Creating Favourites From a Quote, Estimate, or Invoice

How to save your quote, estimate and invoice sections as a new favourite. Use these as templates moving forward!

Fergus avatar
Written by Fergus
Updated over 10 months ago

You can save sections into your favourites as you are pricing up jobs or preparing invoices. This is a fast way to build up your kitsets without having to create them first.
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Once you are ready to save a section into your favourites, click the Save section to Favourites button below your section title:

A notification will confirm that your section has been saved.

You'll find this where you find all favourites in in a folder named Saved from Quote or Invoice:

You'll find this where you find all favourites in your Favourites folder named Saved from Quote or Invoice. To get there, click on your profile icon next to Help (?) button > βš™ Settings > Favourites.

Once the favourite is saved, you can drag and drop it into your other folders.

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