How do I add a line item to my estimate?

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