Organizing Estimates
Organize your estimates using grouping, hidden items, copy features, and media attachments.
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Organize your estimates using grouping, hidden items, copy features, and media attachments.
Keep your estimates clean and professional by organizing content intentionally. Group related items, hide internal details from customers, copy repeated scope quickly, and attach photos for customer and crew context.
Grouping Items — Group areas, surfaces, or line items into clearer sections for customers and your team
Hidden Items — Hide surfaces from the customer while keeping their hours and pricing in the totals and on the work order
Using the Copy Feature — Duplicate areas or line items, then adjust measurements and item-based counts as needed
Adding Media — Upload photos, PDFs, and videos, review thumbnails, and manage file details
Viewing & Editing Media — Preview photos, PDFs, and videos, edit images inline, and review multi-page PDFs
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