Create a cost item in an estimate

  1. Open a job in the Manage Estimates screen.
  2. Open the Estimate tab.
  3. Select Add on the speedbar.
  4. In the Type field, select the Cost Item option button.
  5. In the field to the right of the Cost Item option button, select the type of cost item to add.
  6. In the Reference field, enter a reference number for the cost item. You can leave this blank or use an existing reference.
  7. In the Description field, enter a description for the cost item.
  8. Select the Auto increment reference number by checkbox to automatically increment the reference number for the next item added.
  9. If you selected the checkbox in the previous step, enter the number by which to increment the reference number in the field to the right or select to increase or decrease the number.
  10. Select the Edit item detail after add checkbox to edit the cost item immediately after you create it.
  11. Select one of the following options to specify where the cost item will appear in the estimate:
    • Append Items To Estimate – To add the item to the end of the estimate.
    • Insert items after – To add the item after the currently selected row.
  12. Select Add.
  13. If you selected the Edit item detail after add checkbox, go to step 14. Otherwise, go to step 15.
  14. Complete the fields as described on the Cost Item Screen Field Reference.
  15. Select OK.
  16. If needed, you can continue adding new items by repeating steps 4-15.
  17. Select Close.