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 "+" 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 right to add an estimate option.

Step 4: Clone an existing esitmate or create a new one.

Step 5: Save


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