In the estimate, click into the "Costings" tab

  1. Use the green  "+" button to add new categories

  2. The six dots to the left of any item allow you to "grab" it with your mouse and re-order it

  3. Copy button to copy the category

  4. The trash can icon will delete the Category

Once you have set up the categories you can add material and labour.

Click open the category, click the green + button to add an item

5. Delete the wording "New estimate item" and free type in the item description, unit of measure, and cost.
6. You can choose items from the pricelist - based on your terminology a list of the first 10 items appears in a drop down for you to choose
7. If you need to look further into the pricelist, click on to the magnifying glass icon, this will take you to all the pricelists to search all items

To continue adding, editing, re-ordering and deleting the category items

8. Click the green "+" icon to add items to the categories
9. Click the blue ''edit'' pencil to edit either the category name, or edit the items being added
 10. The six dots to the left of each item allow you to "grab'' it with your mouse and re-order it.
11. Use the copy icon to create a duplicate of the item which may be edited
12. Use the trashcan to delete the item

To move an item to another category,
13. Tick the box to the left of the item
14. Click "Move one item"
15. Start typing in the name of the category you want to move the item to
16. Choose the category name from the list that appears
17. Click "Move"

There are tools to help you keep track of the progress of the estimate

18. Click the "Complete" button, it will change the category name to green to highlight to you that this section has been completed
19. If the section is still to be worked on click the "Not Complete" button, the category will remain orange, to indicate this section is still not finished.
20. If a particular category is not required for this estimate, click the "Not required" button, the category title will be greyed out. 

The cog icon at the right of the Costings tab has more tools

21. Click the cog icon to open the menu
22. "Requote" allows you to update the prices on the items in the estimate if there has been a price change in the price list since first quoted
23. "Print Categories" and "Email Categories" will allow you to generate a copy of just the Category names and totals in either PDF, Excel, or Word
24. "Print Categories & Items" and "Email Categories & Items" will allow you to generate a copy of the Categories and the items in each with totals in either PDF, Excel, or Word
25. "Print PC/PS Items" or "Email PC/PS Items" will allow you to generate the items marked as Prime Cost or Provisional Sum in the quote in either PDF, Excel, or Word

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