Request for Quote building using hidden subtotals

Question

As a handyman/general contractor, I only base my quotes per job/task and not time and materials. I do not want the client to see the price of labor, cost of materials, or other line items except the Job task itself and the price.In order to build an accurate quote, I have to build all of this in a spreadsheet (labor, materials, etc) and copy over the grand total. If I need to make a revision, I have to go back to the spreadsheet and redo the calculations.&nbsp;It would be very helpful to have a way to build a quote with hidden sub line items that can be changed. Quickbooks has a estimate feature called bundling.&nbsp;&nbsp;Example:&nbsp;Tile Backsplash Installation&nbsp; &nbsp; &nbsp;$2,575&nbsp; &nbsp;(hidden below) &nbsp;&nbsp; &nbsp;Labor&nbsp; &nbsp;12&nbsp; &nbsp; &nbsp;$165&nbsp; &nbsp; $1,980&nbsp; &nbsp;Tile&nbsp; &nbsp; &nbsp; &nbsp; 1&nbsp; &nbsp; &nbsp; $350&nbsp; &nbsp; &nbsp;$350&nbsp; &nbsp;Mastic&nbsp; &nbsp;1&nbsp; &nbsp; &nbsp; $30&nbsp; &nbsp; &nbsp; &nbsp;$30&nbsp; &nbsp;Grout&nbsp; &nbsp; 1&nbsp; &nbsp; &nbsp; &nbsp;$30&nbsp; &nbsp; &nbsp; $30&nbsp; &nbsp;Misc&nbsp; &nbsp; &nbsp; 1&nbsp; &nbsp; &nbsp; &nbsp;$20&nbsp; &nbsp; &nbsp; $20Does anyone else struggle with this or have an efficient workaround?

jade · Answer

Hey there! Thanks for the question.&nbsp;I have some recommendations that may be useful for you here! The first would be to change your client document settings, so that you can hide the unit prices on quotes.&nbsp;We also have the Job Costing feature, available on the Grow and Plus plans. This feature is on the job level rather than the quote level, but it is very useful for calculating labor, profit margins, and expenses.&nbsp;I understand that you are hoping to have a sub-line item feature on the Quote, and I have passed along this feedback to our Product Development team.&nbsp;

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Request for Quote building using hidden subtotals

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