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Line Item & Assembly Categories
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Assembly Markup (Profit)
Presentations
Customer Portal
Custom Input
Scheduling
Introduction
Progress Payments
Getting started using Progress Payments
Payment Terms
Project Fulfilment
Accounting Sync
Takeoff Tool
How to Tutorials
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Company Settings Management
Integrations
Franchise Features
Product Updates
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Academy
Line Items & Assemblies
Line Item & Assembly Categories
Getting Started
Platform Basics
Create a new client
Create a new estimate
Dimensions
Material and Production Tabs
Dashboard
Using the Dashboard
Pipeline Overview
Estimating & Proposals
How to Tutorials
Invoices
Material Pricing
Pipeline CRM
Creating Lead Forms
Project Organization
Line Items & Assemblies
Creating Assemblies
Adding & Managing Line Items
Adding Descriptions & Pictures
Line Item & Assembly Categories
Making Line Items & Assemblies Optional
Assembly Markup (Profit)
Presentations
Customer Portal
Custom Input
Scheduling
Introduction
Progress Payments
Getting started using Progress Payments
Payment Terms
Project Fulfilment
Accounting Sync
Takeoff Tool
How to Tutorials
Company Preferences & Settings
Company Profit Percentage
Adding Company Logo & Background
Company Settings Management
Integrations
Franchise Features
Product Updates
How to Change the Category on an Assembly
Categories are essential for organizing items and assemblies, making them easy to locate when preparing proposals.
