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How Do I Sort Items On An Estimate?
How Do I Sort Items On An Estimate?

Sorting items and groups on items on an estimate.

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

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

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