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How Do I Add Options To An Estimate?
How Do I Add Options To An Estimate?

Adding options to your estimates.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

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


FROM THE WEB APP


โ€‹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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