To add cost categories and cost items to your estimate, navigate to Estimates from the main left menu and then select + Estimate at the top right of the screen. Alternatively, select an existing estimate.
Once you have added a new estimate and entered the relevant details, navigate to the Costings tab.
Within the Costings tab, use the drop-down menu at the bottom of the screen to select all required cost categories from your global list. Once you have selected all required cost categories for this estimate, select + Costing Group on the right of the screen.
Note: If you have not added cost categories via data setup, then no costing groups will be available. To add Cost Categories, navigate to Settings > Data Setup > Cost Categories, type your cost category in the text box at the bottom, and select + Category.
A cost category will typically be a header account such as Plumbing or Electrical. Within a cost category, you can add an item at a more detailed level, for example, beneath Plumbing: "Install bath, hot and cold pipe work".
To add an item, type into the box Add or search for a product, existing items will display based on your search, but if the item is a new item, you will need to click on the Add Product button.
