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Account & Team

Your Items

Save your own custom line items (name, unit, price) in Settings > Pricing. They autofill whenever you add a custom item to an estimate. Admin only.

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Some work you do is not in any catalog: a specialty service, a fee you always charge, a task you scope your own way. Your Items lets you save those as reusable line items so you enter them once, not on every job.

Your Items lives in the Pricing tab in Settings. This tab is Admin only.

What a saved item holds

Each item has three fields:

  • Name: how it reads on the estimate and the PDF
  • Unit: how you charge it (per square foot, per hour, per each, and so on)
  • Price: what you charge per unit

Save an item

  1. Open the account menu and choose Settings.
  2. Select the Pricing tab and go to Your Items.
  3. Add an item with its name, unit, and price.
  4. Watch for the "Saved" indicator to pulse.

Using saved items on an estimate

When you add a custom line item to an estimate, your saved items autofill as you type. Pick one and its name, unit, and price drop in. You can still adjust the quantity, or any other field, for that job.

Saved items are shared across your company, so the whole team quotes the same name and price for the same work.

Your Items vs price overrides

  • Your Items creates new line items that are yours alone.
  • Price overrides change the price of items already in the catalog. See Custom pricing.

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