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Add an existing category to a new estimate
Add an existing category to a new estimate

Learn how to reuse a category from an existing template when creating a new estimate

Written by Kalya Ryan
Updated over a week ago

Audience - Builders / Suppliers

Read / Watch time - 4 mins

Article contents - FAQ / How To

1. Navigate to the Estimates screen.

2. Select the estimate that you would like to add a category or categories to.

3. Once you've clicked on your estimate, the existing categories will show on the Estimate Costings screen. To add a category to this estimate, click the Add button.

A small drop-down menu will appear. Select Add Categories from Templates.

4. Select the template containing the category or categories you would like to reuse in your new estimate.

5. Then select the category/ies.

6. Click on the Add Categories button.

The categories will now appear in your new estimate.

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