How to Add Upgrades to Assemblies
This article explains how to add upgrades to individual line items with the Simple List upgrade tool, including automatic and suggested options, and how to apply tags for clarity.
Overview
Upgrades let you offer alternative selections based on a base item, using the Simple List tool (also called the upgrade tool).
Before You Begin
- Have a base item already added to your estimate (for example, a Kitchen Sink line item).
1. Select the item and click the cube icon. This pulls up all the tools in the background.
2. Scroll down to Sales, Optionality, and Upgrades.
3. Click into this tool, then click into the Simple List tool.
4. Add upgrade options in one of three ways:
Option 1: Let Construction Intelligence Add Upgrades Automatically
1. Before clicking into the Simple List tool, click Add Upgrades For Me using Construction Intelligence.
2. This adds multiple upgrades to the line item using the Autocost feature, pulling in upgrade options from Home Depot and Lowe's (United States) or Home Depot and Rona (Canada).
Option 2: Add Suggested Options
1. Click into the Simple List tool.
2. Choose to add suggested options from the Autocost module.
Option 3: Add Other Options
1. Click into the Simple List tool.
2. Build a new option from scratch, or bring one in from your catalogue.
Why This Matters
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Gives you three flexible ways to build upgrade options for a line item -- automatically, from suggestions, or built yourself -- without leaving the estimate.
Summary
From a base item's cube icon, under Sales, Optionality, and Upgrades, use the Simple List tool to add upgrade options automatically with Construction Intelligence, from Autocost suggestions, or built yourself from scratch or your catalogue.