About the JB T&M Template Copy Form

Use this form to copy an existing T&M template to a new template.

You can copy templates within the same company, or from one company to another. The destination template must be a new template; you cannot copy to existing templates.

When a template is copied, all of the header detail is automatically copied to the new template. This includes the sort order, labor rate and equipment rate options, the Use Labor, Equipment, and Material Categories options, and header and sequence notes, if any. Template sequences are also copied. However, remaining template detail, such as the cost types, add-ons, labor rates, equipment rates, and material rates are only copied if the corresponding check boxes in the lower portion of this form have been selected.