How do I group sections on an estimate?
Put related sections under a named group in the estimate builder to keep a long estimate organized.
Select the sections you want together, right-click one of their headers, and choose Group sections. You can also click Add group under the last section to start an empty group. Groups are only for organizing the builder: your customer still sees every section in order, without the groups.
Selecting sections
Click the left edge of a section header, anywhere before the arrow, to select it. Hold Command (or Ctrl on Windows) and click to select more than one. Right-click any selected header to group them, move them, or take them out of a group.
Moving sections in and out of groups
- Drag a section by its handle onto a group, or out of one.
- Open a section's menu and choose Move to group, then pick a group or No group.
- Right-click a section header and choose Remove from group to move it back out.
Groups can hold other groups, so you can nest them as deep as you need.
Working with a group
Click a group's name to rename it. New groups start as Group 1, Group 2, and so on. The group's menu also lets you add a section straight into it, move the whole group, or Ungroup it. Ungrouping keeps every section and lifts them out to where the group was.
The total on a group's header is the sum of the sections inside it. Margin, tax and totals are still set on each section, never on the group.
Click a group's header to collapse or expand it. Sections remember whether they were open or closed when you expand the group again.
What carries over
Duplicating an estimate keeps its groups. Saving an estimate as a template does not: the template keeps the sections, without the groups.
For building the rest of the estimate, see How do I create and send an estimate?.
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