How to Add Items
On the Edit Estimate page, navigate to the category where you want to add the line item. Click on the three dots (options menu) located on the right side of that category header.
Click Add Item from the dropdown menu.
The Create Item sidebar will open. From here, you have two options:
Manual Entry: Enter the item details like Name, Code, Description, and Type manually. You will also need to fill in pricing, markup, and tax status.
Catalog Entry: Click Add from Catalog to select pre-existing items.
If using the catalog, use the Search field to find specific parts. You can select as many items as you need from the list.
Once you have selected all the items you want to include, click the Add button at the bottom of the sidebar to finalize the process.
Troubleshooting
Missing "Add Item" Option: If you do not see the three dots or the Add Item option, ensure you are currently on the Edit Estimate tab and not the Info tab.
Manual Item Details: If a manually added item is not calculating correctly, check that you have provided both the Unit Cost and the appropriate Type (Labor, Materials, etc.) to trigger the correct markup.
FAQs
Can I search for items by their code? Yes, the Search function in the catalog allows you to look up items by Name or identifying details to find the correct part quickly.
Will manually entered items be saved to my catalog? Items created through the Create Item page are added to the current estimate. To save them for future use in other projects, they typically need to be managed within your master My Catalog settings.
Is there a limit to how many items I can add at once? No, you can search for and select as many items as required from your catalog before clicking the final Add button.