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Presets

Configure pre-defined settings for quick project setup.

Overview​

Presets are pre-configured bundles of project settings that can be applied when creating new projects. This speeds up project creation by automatically setting multiple options at once.

Accessing This Setting​

  1. Go to Settings > Projects > Presets

Configuration Options​

Creating Presets​

  • Preset Name - Name for internal reference
  • Description - Preset purpose
  • Project Type - Associated project type
  • Active Status - Enable or disable presets

Preset Options​

  • Default markup percentages
  • Default tax rates
  • Assigned team members
  • Default folders
  • Schedule template
  • Document templates to include
  • Custom field defaults

Common Presets​

  • Small Kitchen Remodel
  • Large Kitchen Remodel
  • Master Bath Remodel
  • Home Addition
  • Whole House Renovation

Using Presets​

When creating a project:

  1. Select a preset from the dropdown
  2. All preset values are applied
  3. Modify individual settings as needed