From within the Templates tab, you can create segments for use in estimating and takeoff before you need them; you can also export or import them into jobs.
- To create a new segment, select the New Segment button; to create a new sub-item segment section, select the lower portion of the button.
- The Form properties window allows you to name your segment section, set the color, fill type, and location.
- When finished, click the OK button to continue; you have now created a new segment section for your use.
- The Advanced segment option allows you to enter, set, and update more options.
- Select the Advanced button to open the Properties window.
- Estimating - This section allows you to estimate, set formulas and equations for estimating, and define other segment estimating rules for later use.
- Item - This section allows you to set general information about the template segment, including the name and the segment type.
- Other - Under this section you can set some of the actions the segment 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 toggles the setting.
- Light bulb - Indicates whether the row is visible.
- Yellow Bulb - Row Visible.
- Gray Bulb - Row will be invisible.
- When done, click the OK button to continue; you have now created a New Segment for your use.
 New Linear and Sub-Item Linear | New Count or Sub-Item Count  |
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