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Adjusting a Template

Want to learn how to adjust a template or a group of Templates? Read this process

Written by Caleb Gibson

Accessing Your Templates

  1. Make sure you are logged in as a Company Admin.

  2. Click the Proposals tab at the top of the screen.

  3. Select Proposals.

  4. Change the dropdown from All Proposals to Template Proposals.

  5. Change the results display from 25 to All to see every template at once.

  6. If needed, use the search field to locate a specific template.

  7. Click Go.

Your saved templates will now display.

Editing a Template

  1. Click Edit on the template you would like to update.

  2. Make any needed changes.

Common Template Updates

Update Quality Headers

To change the quality headers (for example, Good / Better / Best / Budget), simply click into the existing header text, highlight it, and type the new name.

Change Model Numbers

To update a model number:

  1. Click into the existing model number field.

  2. Begin typing the new model number.

If the model exists in your account, matching options will automatically appear for selection.

If the model number does not appear but you believe it should be available in your account, please contact us through the chat feature in the bottom-right corner of the program, email us at ess_info@xplortechnologies.com, or call us at 904-599-3961 for assistance.

Activate or Deactivate Services

To add or remove services from the template:

  • Check or uncheck the Active box next to the service.

  • Select which Quality Levels the service should apply to.

Adjust Labor

Labor can be updated for each quality level directly within the template.

Override Default Pricing Settings

You can override the default pricing settings for:

  • Gross Margin

  • Commission

  • Buy Down %

To make changes:

  1. Uncheck the box next to the setting you want to override.

  2. Enter the new value.

  3. Leave the box unchecked to retain the custom value.

If the box is rechecked, the template will revert back to the company default settings.

Add Upgrades

To add upgrades:

  • Check the Active box next to the upgrade.

  • Assign the appropriate Quality Levels.

Save Your Changes

Once your updates are complete, click Save.

Repeat these steps for any additional templates you would like to update.

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