Creating Allowances

Providing allowances in estimates is quite popular. To create an allowance, head into your estimate’s “Projects” tab. Then, hover over the Search button > Browse and click Create Custom Part.

Choose a category for your allowance, give it a name and price it out. Then, hit save.

It’s as simple as that. When completed, you will see your allowances in your estimate.

Thanks for reading!

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2 Comments

    1. Alex Krull

      Hi Todd. The best way to do this is to create a component and add the allowance line item to it. Then, once inside of the component, you will have the option to print via “Preview Table”. To do this, first, create the component. Then, select the line item you would like to send to that component. Click “Move” > Select the component.

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