Best Practices for Estimate Line Items from Offerings

Adding Line Items from Offerings

1. Open or create an estimate
2. Click Add Line Item
3. Search or browse your offerings catalog
4. Click an offering to add it
5. The line item populates with name, description, and default price
6. Adjust quantity if needed
7. Override price if this estimate needs different pricing

Best Practices

• Use offerings for consistency - Same service = same description
• Customize per estimate - Override prices for special situations
• Group related items - Keep labor and materials together
• Be specific - 'Replace Kitchen Faucet' not just 'Plumbing'
• Include all costs - Don't surprise customers with add-ons later

Frequently Asked Questions