Consider organizing your estimate by trades or rooms and areas
Adding estimate sections helps your estimates and proposals layout more effectively for customers.
Add and modify your default section suggestions in your "Company Settings" under the "Trades" tab
Step 1: After a project is created, click on the "Estimate" tab
Step 2: Click the "Sections" tab
If your estimates require a lot of sections, instead of adding sections to every project, consider creating a project as a template. See how
Step 3: Select "Suggested Sections" in the right hand panel to add sections to the list or type to add custom sections
You can add primary and secondary sections, simply click and drag sections in to nest secondary sections
Step 4: Click the "Items" tab to add section descriptions and line items to your estimate