What is an Option?
An option is an extra item or service you offer to your customer that isn’t included in the total price. It’s listed separately, allowing the customer to decide if they want to add it to their estimate.
How to Make an Item into an Option
1. Choose the item(s) you want to make into an option by clicking the checkbox on the left-hand side. Then select Make Option from the bottom toolbar.
2. Options will be displayed at the bottom of your estimate, underneath the total box. It will appear this way from the customer's view as well, so they can see the options separately from the other items on the estimate.
💡 You can also create areas and items directly in the options section by clicking + add area or line item.
How to move an option back to the estimate
1. If you would like to move an option back to the estimate, so it's included in the total, click the checkbox to the left of it, then press Move to Estimate.
