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How to Add or Review Equipment Details

The Equipment feature is where you add tools or machinery required for a line item. Equipment costs are included in the overall line item total and affect both the estimate cost and profit calculations.

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Written by Jorge Arias Silva

Steps

  1. Open the estimate and click into the line item you want to update

  2. Click the Equipment feature inside the line item editor

  3. Click Add Equipment

Add Equipment button
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4. Enter the equipment details:

  • Equipment name (e.g. Ladder, Drywall lift, Generator)

  • Cost

Equipment details entry form
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5. Repeat for each piece of equipment needed for this line item

6. Review the updated totals before continuing


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​Equipment entries list
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​Note: If you used a template, equipment entries may already be pre-filled. Confirm the items and costs match the actual scope before moving on.


What Happens Next

Once equipment is confirmed, your line item is complete. You can now review the full estimate and move on to sending the proposal to your client.
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