When creating an estimate, you can mark certain line items as optional. This is useful for services you recommend but that are not strictly necessary for the work the customer originally requested, like an add-on service. Customers can then choose to accept or decline just those optional items when they review the estimate.
Marking a Line Item as Optional
Add a line item to the order as usual
In the line item's status drop-down, select Optional
Line items left in their normal status are treated as Required. Required items must be accepted by the customer along with the rest of the estimate. Optional items can be unchecked by the customer.
What the Customer Sees
When the estimate is sent, the customer will see all required items listed as normal, along with a separate Optional Services section. The customer can uncheck any optional items they do not want.
After making their selections, the customer accepts or declines the estimate as a whole, based on your terms and conditions.
Reviewing Customer Selections
Once the customer responds, go back into the order to see how they responded to each item:
Items the customer accepted move forward as part of the estimate as normal
Items the customer declined appear in a Declined Items section, which can be expanded to view
Declined items remain on the work order for reference, but they are not included on the invoice.
Updating Line Item Status Manually
You can update the status of any line item at any time, whether or not the customer has responded yet.
Available statuses are:
Required
Optional
Approved
Declined
This is useful if a customer calls to change their mind. For example, if a customer decides they now want a declined item, you can change its status to Approved to move it back into the work order. Likewise, if a customer says they no longer want an item, you can change its status to Declined on their behalf.