Use a template

Short answer

Open Templates in the left sidebar. Full steps below.

Steps

1. Open Templates in the left sidebar.
2. Pick the tab you need: Estimates, Schedules or To-Do.
3. Choose a trade library and apply the template, then customise it — your changes are saved for your own account.

Free accounts preview 22 templates; the full library is on paid plans.

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.