Saving Rates & Line Items to Settings

Save custom rates and line items from an estimate to Settings so they are reusable on future estimates.

You can now save your custom rates and line items to Settings, so they're available every time you build an estimate, without having to re-enter them.

Note: This feature is only available to users with permission for account settings.

Why use this

If you regularly use the same rates or line items across jobs, saving them once means you won't have to type them in from scratch each time.

How to save a custom rate or line item

1. Open an estimate.

2. Find the rate or line item you want to save.

3. Click the 3 dots next to it.

4. Select Save to Settings.

Your saved item will now show up as an option whenever you're building an estimate.

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Editing or removing saved items

1. Go back to Account Settings > Production Rates or Line Items.

2. Click on the item you want to change.

3. Update the details and click Save, or click Delete to remove it.

Changes you make here won't affect estimates you've already created, only new ones going forward.