Overview

Confirm or Select the Estimate Profile

Use a profile as a template of settings for writing an estimate. It's important to confirm (or select) the correct profile for the estimate you're writing.

How to

  1. In an open estimate, click the Profile tab.
  2. On the Labor/Tax Rates tab, select a system profile from the Copy a System Profile list.

 

See also:

More about profiles

Import and export profiles

Set a default profile for an insurance company