How do I access / edit estimate templates?

In Ressio, templates are just regular projects that have been given a name to indicate they’re templates—such as “Master Template” or “ADU Template”.

Here’s how to access them:

1. Search for the template

   • Click the "Select Project" button (CMD+K or CTRL+K)

   • Use the search bar to find your template by name (e.g., "Estimate Template")

   • Alternatively, you can locate it in your full project list

2. Open the template

   • Once opened, you can edit it just like a regular project

   • Update estimate details in the Estimate section.