Log in to your account
From the menu, click Estimates
Either start a new estimate by clicking Add Estimate +, or locate and open your existing Estimate being worked on
The Estimate Builder will open in a new tab
From the menu on the left-hand side, locate Scope of Work
Click Option 1 or the option you've already created
We can rename this later
The Products or Services slide-out menu will appear
Click Add Item
The Add Item slide-out menu will show
From the drop-down, choose the Price Book, the item or service you're looking for is in
The search bar will appear
Start searching by item name, SKU, Manufacturer, etc..
Update item quantity
Click Add Item
The item will be added to your Option 1
Continue adding items until your estimate is complete
Finish building the estimate and send it to the customer
Creating a Scope of Work
Add products and services to your estimate via your price book + easy search
Written by Jana
Updated over 6 months ago