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- Estimates
- Getting Started
How to customize your default section suggestions in "Estimate"
Customize your default trades and categories in "Sections" by going to "Company Settings"
Looking to add more default trades and categories to your Suggested Sections?
Step 1: Click the dropdown by your company name in the top right hand corner (see below)
Step 2: Click "Company Settings"
Step 3: Click the "Trades" tab (see below)
Step 4: Type to add "custom trades" to your company trades list
Step 5: Your updated trades will now be available on the "Sections" tab