Can I add items to my estimate?

You can add items with the box located to the right of the 3 estimating tabs. Click the box and enter your quantity. The search is alpha-numerical. After the quantity place a space then use the part code or part description for a direct link to the price book for selection. To track the items you added, click the “Date added” located on the top right side of your estimate window. The last templet inserted or add items will be listed on the top of the estimate window.