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How to add and edit a line item
Nastassia Reicher avatar
Written by Nastassia Reicher
Updated over a year ago

How to add a line item to an estimate

1. Click on the Add Area or Line Item button.ย 

2. Choose Line Item.

3. You can choose between the list of pre-made line items from your settings, or create a custom line Item.

Line item details

  • Line items can include a name and description.

  • They can have a price, or no price associated by using the hourly rate, quantity or custom options.

  • They can include materials, hours, photos, and notes.

  • If a line item is only being used to convey information such as interior preparation for the customer, they can be hidden on the work order to keep the scope of work tidy.

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