Creating Items & Sections

Learn how to structure your estimates and invoices with items and sections to create clear, professional documents.

Items

Items are the building blocks of your estimates and invoices. Each item represents a product or service you're providing to your client.

Item Requirements

To properly define an item, both a quantity and a price are required.

If you wish to specify only a price without indicating a quantity, set the quantity to 1
The calculation follows the formula: quantity × price

Tip: Use descriptive names for your items so clients clearly understand what they're paying for.

Sections

Sections help you organize your estimate or invoice into distinct topics or areas, making it easier for clients to understand the breakdown of costs.

How Sections Work

Sections serve as containers to group related items together
They do not have pricing information themselves
Items within sections specify the actual prices
Each section can have its own subtotal displayed

Example: For a home renovation project, you might create sections like "Kitchen", "Bathroom", and "Living Room", with specific items under each section.