Adding a line item in the estimate is very intuitive. Here are the ways you can do it.
iOS/Android
- Tap on Estimate
- Tap on “+” to create a new estimate
- Under Items, enable group items into a section if you have multiple categories
- Click on Add Line Item
- Add an already existing line item or click on **“+” **
- Once you click on “+”, fill in the details such as Item name, description, quantity, rate
- Click on Option Details Drop Down to expand
- Add Item code if any
- Add tax, discount, and unit type
- Click on save
Web App
- Click on Estimate
- Under Items, enable “Group Items Into Section” if you have multiple categories
- Fill in details like Item name, description, quantity, rate, and tax
- Fill in the rest of the details
- Click on Save