Line Items

Line items are the core of your bid. They break down the work into priced components that your client can review.

Adding line items

1. Open your bid and go to the Line Items tab.
2. Click Add Line Item.
3. Enter a description, quantity, unit (each, LF, SF, etc.), and unit price.
4. The extended price calculates automatically.

Using marks

Marks let you tag line items for organization and filtering. Common marks include:

• Labor — Installation and crew time.
• Material — Products and supplies.
• Equipment — Rental or owned tool costs.

You can create custom marks that match how your company categorizes work.

Sublines

Break complex items into sublines for detailed pricing. For example, a “Panel Installation” line item might have sublines for the panel itself, breakers, conduit, and wire. The parent line item totals up all subline values.

Product catalog

Save time by pulling items from your product catalog.

1. Click Add from Catalog on any line item.
2. Search or browse your saved products.
3. Select an item — its description, unit, and price auto-fill.

Keep your catalog updated in Settings > Products so your team always bids with current pricing. This reduces errors and speeds up the estimating process.