Line Items Overview

Create reusable line items for fixed-price services, quantities, and custom charges.

What is a line item?

A line item is a fixed-price project entry. It does not use dimensions or production rates.

Use line items for services, quantities, or custom charges. Save common items in Account Settings for reuse.

You can also save a custom item from an estimate. See Add & Edit Line Items.

Create a line item

Select the person icon.
Go to Account Settings → Line Items.
Select + Add New Line Item.
Enter a label and description.

Screenshot showing the Line Items settings page with the Add New Line Item button

Screenshot showing the line item label and description input fields

How do I set my line item pricing?

There are three ways to set your line item pricing in your settings:

Hourly rate

Enter the hours you apply to this item. PaintScout uses the hourly rate on the current estimate.

Quantity

Enter the units and price per unit for this line item. PaintScout calculates the total.

Select + Hrs For Work Order to add hours without changing the price.

Screenshot showing the Quantity pricing option with units, price per unit, and hours for work order fields

Custom

Enter a custom price. Select + Hrs For Work Order to add work-order hours.

Can I add notes and materials?

Select Notes to add default notes. You can edit them on each estimate.

Crew note appears on the team work order.
Client note appears on the customer estimate.

Screenshot showing the line item Notes section with Client Note and Crew Note fields

Select Materials to add products and quantities.

Enter gallon quantities manually. PaintScout does not calculate them automatically.

Screenshot showing the line item Materials section for adding product materials and quantities

Manage line items

Reorder line items

When selecting line items on an estimate, the order follows the order from your settings. We recommend putting frequently used line items at the top of your list.

Drag an item to its new position, then select Save Changes.

Animated screen recording showing drag and drop reordering of line items in settings

Edit, Copy and Delete

Click the three dots next to a line item.

You can then choose to edit, copy or delete that item.

Area Names

Create and organize reusable area labels like rooms and locations for faster estimate creation with drag-and-drop organization.

Add & Edit Line Items

Add and customize line items on estimates including pricing options, materials, hours, photos, and notes for detailed project scopes.

Working With Options

Create optional add-on items or services on estimates that customers can choose to include before accepting their quote.

Last updated 19 days ago

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