From within the Templates tab you can create Areas for use in estimating and takeoff before you need then, or export/import them into jobs.

1.  To create a new area select the "New Area" button, to create a new sub-item area select the lower portion of the button.

2  The "Form" properties window allows you to name your area, set the color, fill type and location. 

3.  When finished click the "OK" button to continue, you have created a new area for your use.

4.  The "Advanced" Area option allows you to enter, set and update more option. 

5.  Select the "Advanced" button to open the properties window.

Estimating - This section allows you to estimate, set formulas and equation for estimating and define other area estimating rules for use later.

Item - This section allows you to set general information about the template area including the name and the area type.

Other - Under this section you can set some of the action the area will handle.

Audit Trail - Properties related to when the folder was created and when it has been updated.

Created By - Who created the folder.

Time Stamp - Date and Time the Folder was updated.

Padlock - Allows you to lock and unlock the contents of that row.  Clicking on the lock will change the setting.

Light bulb - Indicated if the row is visible or not.

Yellow Bulb -  Row Visible.

Gray Bulb -  Row will be invisible.

6.  When done click the "OK" button to continue, you have created a New Area for your use.