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

Customer Accepted Options

Enable customers to add optional items directly to their estimate before accepting.

An option is an item or service outside the estimate total. Create options before sending the estimate to let customers add or remove items before accepting - the perfect way to present add-ons.

Enable Customer Accepted Options

  1. Go to Account Settings → Estimates → Settings.

  2. Enable Customer Accepted Options.

Screenshot showing the Customer Accepted Options toggle enabled in Account Settings

This setting applies to new and existing estimates.

How do you create an option?

There are two ways to create an option:

  1. From the main estimate:

  • Select one or more areas, line items, or groups and click Make Option from the bottom blue toolbar.

  • You can also select Make Option from an item's menu.

Screenshot showing the Make Option selection from the three dots menu on an item

  1. From the Options section:

  • Select Add Area or Line Item and add your optional items.

The selection then appears in the Options section below the estimate total.

Screenshot showing the Options section underneath the estimate total

How do you move an option back to the estimate?

To move an option back to the estimate and have it be included in the total sent to the customer:

  • Select the desired items and click Move to Estimate from the blue toolbar.

  • Or select Move to Estimate from an item's menu.

Customer experience

  1. The customer will see the Options section at the bottom of the main estimate. They can select Add Option on any desired items.

Screenshot showing the Add Option button on the customer-facing estimate for optional items

  1. Added items appear under Options Added on the Estimate. The customer can also select to Remove an option.

Screenshot showing the Options Added section with the Remove button for each option

  1. The customer selects Accept Estimate when ready.

Screenshot showing an estimate ready to accept

View accepted options

Accepted options appear in Options Accepted on the estimate. When an invoice is created on accept, the added options also appear on the linked invoice.

  • Their value is included on its own line in the subtotal box.

Screenshot showing the Options Accepted section with the value displayed in the subtotal box

You can also open Calculations in the sidebar to view Options Added.

Screenshot showing the Options Added in the Calculations section of the sidebar menu

Related articles

Line Items & Options

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

Additional Work/Change Orders

Add change orders and additional work to invoices with customer approval and signature.

Additional Work Report

Track all approved change orders and extra work added to estimates and invoices with approval dates and totals.

Options Accepted Report

View all customer self-accepted options with acceptance dates, estimate details, and totals for each selected upgrade.

Last updated

Was this helpful?