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Time Saver Tip #4: Save Notes as Templates

  • Alena Wilson
  • August 10, 2023

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Time Saver Tip #4: Save Notes as Templates

✍️ Save Time with Line Item Notes! πŸ“

πŸ“πŸ’‘Are you ready to level up your efficiency game and automate some tasks? πŸ“ˆ

Timesaver Tip #4:Β  When you add a line item note in your software, also save the note as a template. This simple practice can save you valuable time in the future by eliminating the need to retype the same note repeatedly. Trust me, your future self will thank you! πŸ•’πŸ’«πŸŽ―πŸ™Œ

πŸ“ŒπŸ’Ύ Spend less time on repetitive tasks and start streamlining your workflow today! πŸ“ŠπŸ’»

Full video and all 5 timesaving tips with screen share on YouTube here: https://youtu.be/XdYgWL-eXbQ

#EstimateMastery #Xactimate #TimeSaving #Efficiency #Productivity #InsuranceWork #BuyBackYourTime #Roofing #RoofingContractor

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If you’d like more information about how we help Roofing Contractors build a sustainable business with insurance related jobs, go to www.estimatemastery.com.

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