Adding an Estimate Item

To add an item, click in the first empty row in the Category column.

Categories are used to break down the items that you charge for. For example you might have a category called Account Service where you store all your rates for things like meetings, administration etc.

Selecting a category will load the relevant rates in the rate column, choose an Item from the drop down list. This will load a default description and rates, based on information that has already been entered in the Rates Window.

Helpful Hint: You can easily change the default descriptions and rates after selecting an item by simply keying over them. You can even change the part title.

 

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