Estimates & Invoices

Best Practices for Estimate Line Items from Offerings

Create clear, consistent estimate line items using your offerings catalog in Local Business Pro.

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Quick Answer: Add line items from your offerings catalog for consistency. You can adjust quantities and prices per estimate while maintaining standard service descriptions and default pricing.

Adding Line Items from Offerings

  1. Open or create an estimate
  2. Click Add Line Item
  3. Search or browse your offerings catalog
  4. Click an offering to add it
  5. The line item populates with name, description, and default price
  6. Adjust quantity if needed
  7. Override price if this estimate needs different pricing

Best Practices

  • Use offerings for consistency - Same service = same description
  • Customize per estimate - Override prices for special situations
  • Group related items - Keep labor and materials together
  • Be specific - 'Replace Kitchen Faucet' not just 'Plumbing'
  • Include all costs - Don't surprise customers with add-ons later

Frequently Asked Questions

Q: Can I add custom line items not in my offerings?
A: Yes, use 'Add Custom Line Item' for one-off items.

Q: Do price changes affect the offering?
A: No, editing a line item only affects that estimate. The offering keeps its original price.