How do I start a quote from a starter or a saved template?

A quote begins as Simple service, Measured work, Labor + materials, Choose your option, or blank, with the ones that fit your trade first; Recurring service sets up a contract instead. Before your first quote the empty Quotes list also offers Use a saved template; after that, use Templates → Edit. Invoices offer Simple, Measured, Labor + materials and From an accepted quote, which keeps what was accepted, any deposit paid and the balance due. A starter never invents a price or a tax rate and never carries another customer's details. Save a quote with Save as template (a button on a computer, the Manage menu on a phone); editing a template makes a new version and sent documents keep theirs. Get Paid → Settings, in the Templates tab, sets the default starter and lets you rename, reorder or delete. A line you price at 0 sends as Included — no charge — and prints that word on the accept page, the PDF and the invoice; a described line with no price at all stops Send with Price needed.