Managing Systems in an Estimate
To add, modify, and remove Systems within an Estimate, follow these steps.
In this article
Add/Modify a System
- Within your estimate, hover your cursor over the Systems tab, and then click Manage Systems.
- Select a preset System that will add any associated line items to the estimate, then click Next.
- The platform will then add all the line items associated with the Systems you selected.
Remove a System
- Within your estimate, hover your cursor over the Systems tab, and then click Manage Systems.
- De-select the Systems you no longer want to use in your estimate, then click Next.
- The platform will ask you to confirm that you want to remove said Systems, as well as any associated line items within them. Click Confirm.
- The platform will remove all line items that were under these Systems, from your estimate. Please note this action cannot be undone.
If you have any questions, feel free to contact our support team and we’ll be happy to help!