How do I edit the Templates for estimate, invoices etc?

How Do I Edit the Templates for Estimates, Invoices, and Other Documents?

Overview
Contractor Foreman allows you to customize the templates used for Estimates, Invoices, and other modules so your documents match your branding, formatting preferences, and business requirements. These templates control how your documents appear when they are generated and sent to customers.

Where to Find Templates
All document templates are managed from within the Settings area of your account. From the main menu, navigate to Settings and scroll down until you reach the Templates section. This is the central location where all editable document templates are stored.

Editing Templates
Once inside the Templates section, you can switch between different document types using the module selection dropdown in the top-right corner. Selecting a module, such as Estimates or Invoices, will load the corresponding template. From there, you can modify text, layout, and available fields to suit your needs. Any updates you save will apply to newly created documents moving forward, ensuring consistency across your future estimates, invoices, and other records.

Additional Notes
Each module has its own template, so changes made to one document type will not affect others. If you want different formatting for estimates versus invoices, each can be customized independently.