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How Do I Add Options To An Estimate?

Adding options to your estimates.

George Buss avatar
Written by George Buss
Updated this week

Customizing your estimate with "Options" for the client to choose from is easy!


FROM THE WEB APP


​Step 1: Click on an estimate to edit.

Step 2: Click the "Add Option" button to add an option.

Step 3: Clone an existing option or create a new one.

Step 4: Save


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit

Step 2: Scroll down to the bottom of the page.

Step 3: Swipe to add an estimate option.

Step 4: Tap 'Add Option' to Clone an existing estimate or create a new one.

Step 5: Save


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