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Quote: Adding Line Items, Pricing, and Taxes

How to build the scope of work and financial details for your estimate.

Updated over 3 weeks ago

Add Job Details & Pricing

  • Search Items: Use the Search Service Item field to add existing services or create new items on the fly.

  • Add Item +: You can use this button to add as many Service Items, Warranty Plans, Service Plans, and Inventory Items.

  • Details: For each item, specify the Quantity, Price, and a description of the Scope of Work.

  • Taxes: Use the toggle on each line item to indicate if it is Taxable.


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