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Nesting Groups in the Estimate

Shaniqua Washington Updated by Shaniqua Washington

Under the Estimate menu you can create a subgroup within a group and quickly add line items to your project. Subgroups can be added to a room such as a bedroom or a closet. You can also add several subgroups within a main group.

This feature is designed to help you nest subgroups within the main group and offers more flexibility to add desired line items to the groups more efficiently.

On Web

Here are the steps to create subgroups:

  1. Next to the group's name click options.
  2. Select Create Subgroup.
  3. Enter the subgroup's name and/or description.
  4. You can repeat this as many times as needed.

On Mobile

Here are the steps to create subgroups:

  1. Go into the Estimates tab.
  2. Click into or create a group.
  3. Click on the three dots in the top right hand corner.
  4. Click Add sub-group
  5. Enter the subgroup's name and/or description.
  6. You can repeat this as many times as needed.

How did we do?

Duplicate a Group

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