Insert items in the estimate from the catalog

Open a job in the Manage Estimates screen.
From the Estimate tab, select any cell of the cost item after which you want to insert the cost item.
Click Insert on the speedbar or right-click on the cost item and select Insert. The Insert Selected Items to Estimate popup window displays the catalog that is currently selected in the catalog window.
Note: If you want to send items from a different catalog, you will need to open the Catalog tab and select the catalog before you can insert items.
Click to drill down.
Click next to the cost items you want to insert into the estimate.
When you have selected the cost items you want to insert, click OK. The cost items you selected with the checkmark icon are inserted into the estimate after the select cost item.

Note: Instead of clicking OK, you can also click on any of the selected cost items and drag it to where you want to place it in the estimate. All the selected cost items will be inserted into the estimate.

Table of Contents