Adding line items to a quote is straightforward. Here is how:
- Click Quotes in the left sidebar, then open or create a quote.
- In the line items table, type an item name in the Item name field. As you type, matching items from your item catalog will appear in a dropdown.
- Select an item from the dropdown to auto-fill its name, description, rate, and quantity. Or type a new name to create a one-off item.
- Fill in or adjust the Description, Type (Parts, Labor, or Other), Qty (quantity), and Rate (price per unit). The Amount calculates automatically.
- To add tax to a line item, click + add tax below the rate column. You can pick an existing tax or create a new one.
- Click Add item at the bottom of a section to add another line item.
- To remove a line item, click the X button to the right of the row.
- You can drag and drop line items to reorder them using the grip handle on the left.
Using sections and bundles:
- Click + Add section to group line items under a named section (for example, "Kitchen Work" and "Bathroom Work").
- Click Add bundle to insert a pre-built bundle of items all at once.
- Sections can be reordered by dragging them, and each section can be renamed or removed.
Your changes save automatically as you work.
On the Mobile App
- Tap the Quotes tab, then create a new quote or open an existing one and tap the Edit icon.
- In the Items section, tap Add Item.
- Type the item name to search your catalog. Tap a matching item to auto-fill its details, or enter a custom name for a one-off item.
- Set the Type (Parts, Labor, or Other), Quantity, Rate, and optionally a Description. The amount calculates automatically.
- To add tax to a line item, tap the tax option on the item editor.
- Tap Done to save the item and return to the quote.
- To remove or edit an item, tap on it in the items list.
Bundles and sections are also available when adding items on mobile.