Where the money gets decided. Line items come from your price book, organize themselves into sections, and carry cost as well as price so you always know what you're making.
Lines Come From The Book
Add a line and you pick a product from your price book. The product brings its price, its material and labor cost, and its unit with it, so a line is never just a number you typed — it knows what it costs you.
You can also bring the whole drawing across. Import from Tags aggregates placed tags by category into summed lines, and Takeoff does the same from the drawing side with waste applied per product. Either way the quantities are measured, not remembered.
- Price book products supply price, cost, and unit.
- Import from Tags aggregates the drawing into lines.
- Takeoff carries measured quantities with waste.
- Free-typed lines are allowed but carry no cost, so they carry no margin.
Pro tip: Build the estimate from the takeoff rather than from memory. The line quantities then match what you'd actually order, which is what makes the margin figure trustworthy.
Sections Organize Themselves
Lines group into sections automatically, using the same categories your tag palette, takeoff, and price book already use. You never sort them by hand.
A line's section comes from the first of these that applies: an explicit group (which templates and assemblies set), the tag category it came from, the linked product's category, or General. Sections show subtotals in the editor always; whether the customer sees those subtotals is a per-estimate toggle, because organization always reads as professionalism but subtotals are negotiating information.
- Sections follow categories — never hand-sorted.
- Order mirrors the takeoff import order.
- You always see subtotals; the customer sees them only if you say so.
- Windows and doors group together as one section.
Price Tiers
A product can carry four prices, and the estimate picks one: Cash, Standard, Finance, or Premium. Choose the tier that matches how the customer is paying, and every line reprices from the book at that tier.
Tiers are a pricing strategy, not a discount. The cost stays the same, so the margin figure tells you immediately what a tier choice actually costs you.
- Four tiers: Cash, Standard, Finance, Premium.
- Switching tiers reprices every line from the book.
- Cost is unchanged, so the margin shows the real impact.
The Scope Writes Itself
Each price book product can carry curated scope text — the sentence you'd want a customer to read about that item. The scope composer rolls those sentences up into a Scope of Work, grouped by section, deduplicated, in the order the lines appear.
This is deterministic, not generated. The same lines always produce the same scope, so what your customer reads is text you wrote once and approved, not a paraphrase.
- Scope text lives on the price book product.
- Composed by section, deduplicated, in line order.
- Deterministic — the same lines always produce the same scope.
- Lines with no scope text are simply skipped.
Pro tip: Write the scope sentence once, on the product, and every proposal that uses it inherits your best explanation. It's the highest-leverage hour you can spend in the price book.