To edit an item, open a draft estimate and change the value in its row. In the mobile app, select the row to open the item screen. You can also add, delete, duplicate, and reorder rows.
Available on all plans. You need permission to edit Estimates. Works on desktop and in the mobile app.
Edit an item on desktop
Open the estimate.
Select a cell in the item's row, such as Quantity or Unit cost.
Type the new value and press Enter, or select outside the cell.
The row and the estimate totals update. The item's side form edits every field in one place. It has Item title, Description, Quantity, a unit, Unit cost, Category, Apply taxes, Custom markup, and Profit margin.
Select Done to close the form.
Edit an item in the mobile app
Open the estimate.
Select the item to open its item screen.
Change the fields you need, then select Done.
Add an item, group, or section
On desktop, hover below the last row and select Add item or Add group. In the mobile app, select the + button (Add row) in the toolbar at the top of the table, then select Add item or Add group.
On desktop, name the new row. New rows start as Untitled item or Untitled group. In the mobile app, fill in the form and select Save item or Save group.
On desktop, to add an item right under another item, open the item's More options menu and select Add item below.
Add section appears only when the estimate already has a section, on desktop and in the mobile app. You can't create the first section by hand, so ask Handy (Handoff's AI assistant) to organize the estimate by room. For how the levels relate, see How to read your estimate.
Duplicate or delete an item
On desktop, open the item's More options menu and select Duplicate item or Delete item.
In the mobile app, swipe the row to show the trash icon and select it to delete the item. You can also open the item and select Delete item.
Duplicating an item is a desktop menu action.
Delete a group or section
On desktop, open the group's More options menu and select Delete group. In the mobile app, swipe the group's row and select the trash icon.
If the group has items, choose Delete group and items or Move to another group.
If you move the items, select the group they go to.
An empty group asks only for a confirmation. Sections work the same way, with Delete section on desktop.
Move rows and choose columns
On desktop, drag a row by its Drag to reorder handle. In the mobile app, press and hold a row, then drag it. Drag an item into another group to move it.
On desktop, select Edit columns in the toolbar above the table. Turn each column on or off, then select Save. The button is not available in the mobile app. For the column list, see How to read your estimate.
Edit a sent estimate
You can edit only a draft estimate. After you send a proposal, unlock it to move it back to Drafts. On desktop, select Edit at the top of the estimate or in the options menu. In the mobile app, open the options menu (three dots) and select Edit. While Handy is working on the estimate, manual editing is paused until the chat finishes. For details, see How to fix an estimate with Handy or by hand.