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Estimates

Modify a line item

Four modifiers adjust a line item's price for real-world conditions: After Hours, Category 3, Heavy Cleaning, No Bagging. Apply them from the kebab menu, the right-click menu, or the keyboard.

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Modifiers handle real-world conditions that change a line item's price: work performed after business hours, contaminated water requiring higher-class handling, cleanup that's materially worse than standard, or demo where the crew skips debris bagging. Each modifier is a single toggle, and prices update the moment you flip one.

The four modifiers

  • After Hours: work performed outside standard business hours
  • Category 3: water or contamination warrants the higher-class rate
  • Heavy Cleaning: cleanup scope materially worse than the standard rate covers
  • No Bagging: the crew is skipping debris bagging on a demo line

Three ways to apply one

From the kebab menu. Click the kebab (⋮) on the row and choose Modify, then pick the modifier.

From the right-click menu. Right-click the line item and open the Modify submenu. Modifiers that are currently applied show a checkmark; click one to toggle it off.

From the keyboard. With the row selected, press M, then 1, 2, 3, or 4 within a moment to toggle the matching modifier. The numbering follows the list above. See Keyboard shortcuts.

Why some modifiers are grayed out

Only modifiers that apply to that line item's pricing are available; the rest are grayed out rather than hidden, so the menu looks the same on every row. An air mover that runs 24/7 has no after-hours surcharge to bill, so After Hours stays gray on equipment lines. If a modifier is grayed out, that surcharge isn't billable for this item.

Applying and removing

Modifiers are fully reversible. Toggle one on and the price, section subtotal, and estimate total update immediately; toggle it off and the line returns to its base price. Modifier changes are also covered by undo: ⌘Z (Ctrl+Z) on the canvas. See Undo and redo.

Applied modifiers appear on the exported PDF, so the customer or adjuster can see why a line is priced the way it is.

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