How to add items to your estimate

How to add items to your estimate

After creating an estimate, you can build its structure by adding categories, subcategories, and line items. You have the option to create these manually or import them from existing budget codes.

1. Open your estimate

1. Go to Sales in the top menu.
2. Click on the estimate you want to edit.

2. Add categories and line items

You can structure your estimate by adding categories and line items:

• Add category: Creates a new top-level category.
• Add subcategory: Click the plus sign next to a category to create a subcategory.
• Add line item: Start typing in a blank row to create a new line item.
• Cost code: Optionally, add a cost code to any category or line item.
• Duplicate: Click the copy icon to duplicate a line item.
• Delete: Click the red cross to remove a line item. Note: Categories can only be deleted after all their line items have been removed.

3. Import items from budget codes

If your company has predefined budget codes, you can import them:

1. Click Add from budget codes in the top-right corner.
2. Browse the list of available budget codes and categories.
3. Check the boxes next to the items and categories you want to include.
   • Selecting a category will automatically select all items within it.
   • Selecting an item will also include its parent category.
4. Click Add to incorporate the selected items into your estimate.

Next, proceed to add costs and markup to your items.