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How to use the Grouping Feature

Learn what Grouping is and how to use it. 

 

In this tutorial, you'll learn how to group items effectively, making your quotes easier for customers to understand.

 

Step 1: Begin by adding a new group.

 

 

Step 2: Click on the plus icon.

 

 

Step 3: Choose a color for your group.

 

 

 

 

Step 4: Click Save.

 

 

Step 5: Start adding items to your group.

 

 

 

 

 

Step 6: Once you've added your items, you'll see how easy it is to group them.

 

 

 

Grouping helps you organize your quote in a customer-friendly way. For instance, in our example, we've grouped items into 'bathroom floor', 'bedroom floor', and 'kitchen remodel'. This helps customers understand which materials and labor costs apply to which service or area of their home.