How To Edit An Estimate

Once an estimate exists — built from a product package or created manually — you can adjust quantities, prices, variants, waste factors, margin, and the final sales price. This article covers the edits you'll make most often.

When would I use this?

• The auto-calculated quantity doesn't match what the job actually needs
• The homeowner picked a different shingle color
• You need to add an item the package didn't include
• You want to round the sales price to a cleaner number before sending

How do I change a quantity?

Click into the quantity field on the line item and update it. The line item price updates with it.

This works whether the quantity was auto-calculated from a measurement or entered manually.

Can I override the price on a line item?

Yes. Prices pull live from your product catalog, but you can type over any price and update it.

How do I select a product variant?

Some products — shingles, for example — have variants set up in your product catalog.

1. Click the pencil edit icon on the product.
2. Select the variant: colors and options configured for that product.

How do I adjust the waste factor on one product?

In the same edit item view, find the adjusted waste factor and increase or decrease it for that specific product.

This changes waste for that item only, not the whole estimate.

How do I remove a product from an estimate?

Two options, and they're not the same:

Toggle when you might want it back — a maybe-item, or an option you're pricing both ways. Delete when it doesn't belong.

How do I add a product from my catalog?

The Add from Catalog and Add Custom Item buttons sit at the bottom right of each cost container — Material, Labor, and Standalone. Use the buttons in the section where the item belongs.

1. Click Add from Catalog. Your full product catalog opens.
2. Search for what you need.
3. Select one or multiple items.
4. Add the selected products to the estimate.

From there, adjust quantity and price as needed.

How do I add an item that isn't in my catalog?

Click Add Custom Item at the bottom right of the relevant cost container, then:

1. Enter the name and price.
2. Choose the item type:

1. Click Add Item.
2. Enter the quantity and price point.

Costs for that section update automatically and flow into your final sales price.

How do I adjust gross margin?

Adjust gross margin up or down within the allowed ranges set in your product package settings.

If you can't move it as far as you want, that's the guardrail your account configured — not a bug.

How do I add a fee to an estimate?

Two options:

• Custom fees — an unexpected flat cost or percentage added before the sales price
• Pre-existing fees — fees already configured in your account fee settings
  
  

Can I set the sales price manually?

Yes. Type in whatever price point you want, as long as it stays within any margin limits set on your package.

Gross margin recalculates based on the expenses in the estimate, so you can see immediately what the new number does to your profitability.

This is what you use when the math is right but the number is ugly — you'd rather send $18,500 than $18,437.

Tips and gotchas

• Use Material + Labor for anything you both buy and install. Adding a material and then remembering the labor separately is how labor gets left off an estimate. One selection creates both.

• Toggle before you delete. Deleting is permanent and re-adding means finding the item and re-entering quantity. Toggling off costs nothing and keeps your options open while you're still shaping the estimate.

• Price overrides don't update your catalog. Typing over a price changes that line on that estimate only. If a supplier's price has genuinely changed, fix it in the product catalog or you'll override it on every estimate from now on.

• Adjust waste per product, not by inflating quantity. Both get you more material. Only one leaves a record of why. Use the waste factor so the next person reading the estimate understands the number.

• Check your margin after setting a manual price. The whole point of typing in a price is that margin recalculates — look at it. A clean number that quietly cost you four points isn't a good trade.

• Set the variant before you send. A homeowner who picked a color and got a proposal listing a different one loses confidence in everything else on the page.

• Custom items are for genuine one-offs. If you're adding the same custom item repeatedly, it belongs in your product catalog. Custom items don't carry catalog pricing, so they go stale without anyone noticing.

• Margin ranges exist for a reason. If reps keep hitting the limit, that's a conversation about pricing strategy with your leadership — not a setting to widen quietly.