Line Items

Line items are the core of your bid. You build them on the Estimate tab, where each line can break down into detailed Cost Items for material, labor, and other costs.

Building the estimate: catalog lines and kits break into material and labor cost items that roll up into the bid total, and the Pricing tab turns cost into the customer price with a live preview.

Add a line item

1. Open the Estimate tab. Open your bid and click Estimate. Choose Detailed to work with cost items, or Quick to enter just the line, qty, and price.

2. Add a line. In the Add Line form, optionally pick a Product / System, then enter a Description and Qty. Click Add Line.

The Item # is a short identifier for the line. It is assigned automatically (01, 02, …) – type your own, such as A or W-1, to override it. It is how the line is labeled on the bid document.

In the Detailed view, the line-items table shows these columns: Item #, Product / System, Qty, Pricing, Unit Cost, Unit Price, Total, and Actions.

Tip

Pick an item from the Product / System menu to pull pricing from your product catalog. Keep the catalog current so every bid uses up-to-date numbers.

Add cost items

Each line item expands into Cost Items – the individual costs that make up its price.

1. Expand the line. Click the line to reveal its Cost Items sub-table.

2. Add a cost. Click Add Cost and choose a Type: Material, Labor, or Other.

3. Enter the numbers. Fill in Description, Qty, Unit Cost, and UoM. The Extended amount calculates automatically. Set Purchase tax (cost) and Sales tax (billed) where they apply.

For a product set up as a kit, click Import Kit to pull its components in as cost items.

Import from a spreadsheet

Use the CSV import button in the Estimate header to bring line items in from a spreadsheet instead of typing them.

What’s next

• Set your rates – apply margin, commission, and overhead on the Pricing tab.
• Add project costs – spread bid-level costs across every line.