Market templates allow you to define the different markets for default settings and Design Desk templates. You can specify the market at the state, utility territory, or zipcode level. When you create a market template, the defaults and Design Desk templates will only apply if the market matches the job.
To get started, navigate to workflow settings and the market templates tab. Click Add Market.
Next, enter the name of the market and select the market criteria type (state, utility territory, or zipcode). Then, select or enter the required criteria.
Click Save to save the market template. This will close the section and show summary.
This market template can now be used within Project Settings and Design Desk templates. You can also create and update market templates directly from within a Design Desk template or in your Project Settings while setting Project Cost Controls, Default Setbacks by Edge Type, or Soiling defaults.
Here is an example of the create Market Template flow from within settings:
If you select to set up defaults by market, and you have no Market Templates created, this window will open:
You create and name new template then hit Continue.
Next, enter the name of the market and select the market criteria type (state, utility territory, or zipcode). Then, select or enter the required criteria. Click Save to save the market template. This will close the window and your template will be available to apply settings to.
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