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- Open an Estimate and display it in Edit mode if it is not already.
- Scroll down to the Quote Items section of the page.
- Select the first blank line. If there are no blank lines displayed in the Quote Items grid, click More Items (
). Additional blank rows will be added to the Quote Items grid. - Double-click and type the first few characters of the code and press Tab or use the Quote Item Selector Tool (
) to select a pre-defined quote from the selectable list of all Quote Items.
- Type the quantity for the selected task, material or ordered item in the Qty cell and press Tab. This will indicate the quantity of the product or service and will allow Job Manager to automatically calculate the total price for the quote item.
- Click outside the line item to complete adding the quote item to the estimate.
- Repeat steps 3-5 for each additional pre-defined quote item you want to add to the estimate.
- Optional: Click the Up (
) and Down ( 
) arrows as needed to arrange the quote items in the order that best suits your needs.