To edit an item, open a draft estimate and change the value in its row. In the mobile app, select the row to open Line item details. You can also add, delete, duplicate, and reorder rows.
Available on all plans. You need permission to edit Estimates, proposals, & change orders. 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. To edit every field in one place, hover the row and select the expand icon next to the More options menu. The Line item details form has Item title, Options & Add Ons, Description, Quantity, a unit, Unit cost, Cost code, Category, Apply taxes, Custom markup, and Profit margin.
Select the close icon (X) at the top of the form to close it.
Edit an item in the mobile app
Open the estimate.
Select the item to open Line item details.
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. 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.
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. To unlock a sent one, see How to fix an estimate with Handy or by hand.