---
title: How To Search Items In Your Estimate
description: Search an Exterio estimate by item name, subcategory, or manufacturer, and filter by product type or subcategory to find line items on large estimates.
---

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# How To Search Items In Your Estimate

<iframe src="https://www.loom.com/embed/421348ad4a21438aa0bbebc5489bd793" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

Estimates with dozens of material and labor line items get hard to scan. The search bar inside the estimate lets you find a specific item fast, or check that everything you need is actually on the estimate before you send it.

### When would I use this?

- Finding one line item on an estimate with fifty of them
- Checking whether every item from a specific manufacturer is included
- Confirming your labor lines are all on there before sending
- Looking at just one product type without scrolling the whole estimate

### Where is the search bar in an estimate?

Inside the estimate you're building, look below the **cost breakdown and price calculator** box.

 

### What can I search for?

The search bar matches across:

- **Item names**
- **Product types**
- **Subcategories**
- **Manufacturers**

Search "CertainTeed" and you'll see every matching material — the results show how many matched out of the total, so you can tell at a glance what's on the estimate. Search "hip and ridge" and you'll get the matching item.

 

### How do I filter items instead of searching?

Two filters sit alongside the search:

| Filter | Based on |
| --- | --- |
| **Product type** | The product types configured in your account settings |
| **Subcategory** | The product or cost subcategories in your product catalog |

Filtering by a labor product type, for example, shows the labor items matching that designation and no materials — because the match comes from how each item is designated in your product catalog.

 

### Tips and gotchas

- **Use it as a pre-send checklist.** The real value isn't finding one line — it's confirming nothing's missing. Search your manufacturer to see all their products are on there. Filter to your labor type to confirm every labor line is included. A forgotten line item is money you don't get back after the customer signs.
- **Empty results usually mean a catalog designation, not a missing item.** If a filter returns nothing, the item may be on the estimate but designated differently in your product catalog. Search by name to confirm before you add a duplicate.
- **Search is only as good as your catalog.** Manufacturer and subcategory matching depends on how your products were set up. If searching a manufacturer misses items you know are theirs, the fix is in the product catalog, not the estimate.
- **This is a view, not an edit.** Searching filters what you're looking at. It doesn't change what's on the estimate.

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