Layouts explained and the default layout

What a layout holds, how the default layout is chosen, the difference between My Layouts and Shared Layouts, and the plan limits.

Beginner 5 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /settings?activeTab=layouts-report · Guide last checked 2026-10-03

0 of 5 ticked · remembered in this browser

Preconditions

Two layouts, one default.

Steps

1. Open LayoutsDo: Go to Settings (it opens on Layouts) or /settings?activeTab=layouts-report.Expect: Heading "Layouts — Reports" with "Create layout", a search box, and tabs "My Layouts" / "Shared Layouts".Actual:
2. Read a layout rowDo: Look at one row: Shared or Private badge, "DEFAULT" badge or "MAKE DEFAULT" button, and Edit / Duplicate / Delete.Expect: At most one layout carries DEFAULT.Actual:
3. Change the defaultDo: Click "MAKE DEFAULT" on another layout.Expect: The badge moves; "Create proposal" on jobs now uses it.Actual:
4. Know the limitDo: Remember Starter allows 5 layouts; Pro and Beta are unlimited.Expect: Creating beyond the limit shows an error toast.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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