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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 a description for the quote item in the Description cell and press Tab.
- Type the quantity of the free-form line item in the Qty cell and press Tab. This will indicate the quantity of the product or service that will be needed to complete the project being estimated.
- Type the unit and unit price of the free-form line item in the appropriate cells, pressing Tab after each cell. This will indicate the unit measurement and unit price for the line item. Job Manager will automatically calculate the total price of the quote item.
- Click outside the line item to complete adding the quote item to the estimate.
- Repeat steps 2-7 for each additional free-form 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.