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

• 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 invoices