How to Create Custom Electrical Job Templates in EBM

This electrical estimating tutorial will show you how you can use Electrical Bid Manager to set up custom job templates for different types of projects, including residential & industrial.
00:00 Introduction
00:33 Default Settings & Setup
04:08 Setup Industrial Templates with custom job and takeoff settings
07:23 Set up Residential Templates with custom job and takeoff settings
08:48 Create new industrial jobs using your template
12:08 Create new residential job using your template
15:10 Customize job columns
13:52 Q1 - Can you group the templates separately from the other jobs? Yes. Set up a dummy user and use the filter by user option.
14:36 Q2 Is there a way to delete multiple old jobs at the same time? Yes – we have a delete option

Vision InfoSoft offers the industry-leading electrical estimating software, Electrical Bid Manager. EBM integrates with both On-Screen Takeoff® and PlanSwift® to deliver all the benefits of electronic plans. Give us a call at (800) 258-7752 to discuss your Electrical Plan Takeoff options or visit https://www.visioninfosoft.com to learn more.

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