For the complete documentation index, see llms.txt. This page is also available as Markdown.

Line Items & Options

Add line items for fixed-price work, create options for customers, and manage change orders.

Not all work fits neatly into dimension-based rates. Use line items for fixed-price or custom-scoped work, options for upsells and alternate scope, and additional work for approved changes after acceptance.

In This Section

  • Add & Edit Line Items — Add saved or custom line items with pricing, materials, hours, photos, notes, and visibility controls

  • Working With Options — Move areas or line items into a separate options section for upsells and alternate scope

  • Customer Accepted Options — Let customers add optional items themselves before they accept the estimate

  • Additional Work/Change Orders — Convert items into approved additional work on accepted estimates or invoices

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