Quote Sections offer an excellent way to break-up quotes into different segments. This is really useful if you need to separate your costs by stages of work.
Important Note: Sections are saved to the individual Quote, not the account. This means, you will need to create a new set of sections for every new quote created.
Additionally, Sections are only visible/usable on Quotes. They will not transfer over to any other feature in Tradify. However, you can copy a section into a Job Task. For more information on this process, please see here.
Creating Quote Sections
You can create as many Quote Sections as you like, and there is no limit to the number of items that can be assigned to any one section. There are also two ways to create Quote sections. You can either do it whilst adding a new line item on the quote, or you can create one by clicking on an existing line item. We'll cover off both scenarios for you below.
Adding a new line item:
Within the relevant Quote, click on "Add Line Item". Select the relevant line item type (Time, Price List, Miscellaneous, Kit). Then, locate the Section field and click the + icon.
The following options will be available to edit:
Display Name - Use this field to give your Section a title
Description - Use this field to add a description of your Section.
Note: The descrription is customer facing and will show on the PDF version of the Quote.
Once you've added all the relevant details to your line item, click "OK" and the line item will be created along with your section.
Clicking on an existing line item:
Within the relevant Quote, click on any existing line item. Then, locate the Section field and click the + icon.
The following options will be available to edit:
Display Name - Use this field to give your Section a title
Description - Use this field to add a description of your Section.
Note: The descrription is customer facing and will show on the PDF version of the Quote.
Once you've added all the relevant details to your line item, click "OK" and your section will be created.
Assigning existing line items to Quote Sections
Within the relevant Quote, click on any existing line item. Then, locate the Section field, click the drop-down icon and then select your preferred section. Once you've added the section, click "OK" to finalise your changes.
How sections are displayed
As an example to show you how sections are displayed, we've created two sections and added identical line items to them. Notice how each section has its own cost, gross profit and total.
Here's an example of how this would look on the customer-facing PDF:
