To add cost categories and cost items to your estimate, navigate to your Estimates tab. Select 
to create a new estimate. Alternatively, select an existing estimate from your pipeline.
ℹ️ For more information on setting up estimate templates, see this article.
Once you’ve created or selected your estimate, navigate to the Costings tab.
Use the 
buttons to build your estimate from scratch.
You now have the flexibility to group your cost categories for better organisation and faster estimating.
⚠️ If you haven’t set up your cost categories and groups, no options will appear. To add these, navigate to Settings > Data Setup > Cost Categories and Cost Groups, enter your Cost name in the specified text box, and press Enter or click + Category and + Group to add.
Under each Cost Category, begin to add your cost items. Select 
to add a new line item and fill in the relevant information. There is also the option to select a New Assembly or Catalogue Item.
💡You can choose a specification type for each line item to include in your client proposal.
ℹ️See this article for further information on how to import your catalogue data.
You can add or search existing items from your imported Catalogues. Click on the Add Product(s) button to import these to your costings.