Using the Line Items View

In this article:

• Access Line Items tab
• Add Line Items
• Functions of the Line Items tab

Access Line Items tab

1. To start, click on your Estimate within the left-side panel.
2. Click on the Line Items tab within the left-side panel.

Add Line Items

1. Click the Add Line Items button at the top-left side of your screen.
2. Search for line items using the sort function on the left side of the modal.
3. Select the line item(s) you would like to add.
4. Click the Add Selected Products button, then the Review Products button.
5. Confirm line items to be added, then click the Add Line Items button.
6. New line items will appear at the top of the list.

Functions of the Line Items tab

• The Line Items tab lays out all of the different elements that go into your Estimate:
  • Quantities
  • Units of Measurement (UoM)
  • Unit Cost
  • Total Cost (multiply Unit Cost by Quantity)
• Sort your line items by using Filters or Columns on the right side of the screen

If you have any questions, feel free to contact our support team and we’ll be happy to help!