Skip to main content

How Do I Sort Items On An Estimate?

Sorting items and groups on items on an estimate.

George Buss avatar
Written by George Buss
Updated this week

Sorting items (and groups of items) on an Estimate is easy!


FROM THE WEB APP

Step 1: Open an invoice and click 'Edit'
Step 2: Click & hold an item or group to drag it to a new location.
Step 3: Done


FROM THE MOBILE APP

Step 1: Open an Estimate and tap 'Edit'
Step 2: Tap on the blue dropdown next to the 'Estimate Option 2 of 3' shown in the image below.
Step 3: Tap 'Sort items'
Step 4: Tap & hold to sort groups or tap into a group to sort items.
Step 5: Done

Did this answer your question?