The Materials section lets you review and update values inside a line item, such as quantity, unit, unit cost with tax, and net profit.
Note: If the line item was created from a template, some values may already be auto-populated. You can keep them or adjust them as needed.
Editing material values
Open the estimate and expand the line item you want to update. Go to the Materials tab.
You can update the following fields directly:
Quantity — the amount of material needed
Unit — how the material is measured
Unit Cost with Tax — the cost per unit including tax
Net Profit — the profit percentage applied to pricing
When you manually change a value that was previously auto-calculated, the system treats it as an override and stops recalculating that field automatically.
Reverting to the calculated value
If you manually changed a calculated value and want to restore it:
Hover over the arrow icon next to the edited value
Click Revert to Calculated
The system will return the field to its original calculated value, and automatic calculations will resume for that field.
Video Overview
In this video, you will learn how to edit material values inside a line item in the Estimate tab. We will show you how to enter Edit Mode, go to the Materials section, and update values such as quantity, unit, unit cost with tax, and net profit. We will also show you how to use Revert to Calculated to restore the original calculated value after a manual change.
What Happens Next
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