pdirect,
From the estimate screen if you click on More Actions > Customize Templates... it will bring up a popup that will allow you to set the default templates to be used and a link to download the Method Report Designer to customize templates. You can find webinars on how to use Method Report Designer here.
-Michael
Michael Melo
Product Manager
Method Integration Inc.
Website: http://www.method.me
LinkedIn: http://www.linkedin.com/in/MichaelMelo