Cost Groups and Cost Codes
To add cost codes and cost groups to your estimate, navigate to your Sales Lead > Estimates tab. Select 
to create a new estimate. Alternatively, select an existing estimate from your pipeline.
ℹ️ For more information on setting up estimate templates, see this article.
Once you’ve created or selected your estimate, navigate to the Costings tab.
Use the 
buttons to build your estimate from scratch.
You have the flexibility to group your cost codes for better organization and faster estimating. See this article for more details on Cost Groups.
You can create new Cost Codes and Cost Groups to be used in later estimates. Type in the Code or Group name then choose the 
or 
button to save.
💡Tip: you can create the global list of Cost Codes and Cost Groups in the Settings > Data Setup > Cost Codes and Cost Groups. Enter your Cost name in the specified text box, and press Enter or click + Category and + Group to add.
Cost Items
Under each Cost Code, begin to add your Cost Items. Select New Item, New Assembly or Catalog Item.
+New Item: To add a new line item and fill in the relevant information manually. Item name, Type, Qty, UOM and Price Ea. Choose if the item will include Remittable or Non-remittable tax with the check box
. Sales tax is always calculated into the Owner Price field.+New Assembly: To add an item which is made up of multiple costs (i.e. one line for material and one line for labor)
+Catalog Item: This pulls Items or Assemblies from a pre-created Catalog.
💡Tip: You can choose a specification type for each line item to include in your client proposal. Refer to this article for more information on Specifications.
ℹ️ See this article on how to set up your Item and Assembly Catalogs.
Editing Information in Costings
Look for the 
icon to edit your Cost Groups and Cost Codes. Within the Edit Cost Group menu you can Delete the Group or change it from the drop-down, make sure to Save and Close.
⚠️ Be aware: Choosing Delete will delete all items within that Cost Group or Cost Code and it cannot be recovered.
Select the tick box next to the Cost Item to Delete, Move or Duplicate the item. You can use the 
icon to Delete a Cost Code and all the items within.