To create a category on-the-go, just click on the hamburger, and choose “Create Category.” In the pop-up window, enter the name of the category, and the first line item name. You can include a rate and markup for the first line item if you would like, but it is not necessary. Then click create.

This will allow you to create a category within an estimate, so you do not have to go into your settings and upset your workflow. This feature only works if you are in the estimate window; this option will not appear if you are in production or invoice.

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