Offer optional items and upgrades
Let clients choose extras on the estimate link.
What it is
Optional items let the client choose upgrades themselves (for example a better fixture or an extra room). It often makes estimates bigger without a second visit.
1 Add optional lines
- In the estimate, click Add Optional Line Item (or check Optional on a line).
- Optional lines show an Optional tag and aren't in the total until the client picks them.
Mark items as optional in Products & services to add them as optional every time.
2 What the client sees
- On the estimate link, the client checks the options they want.
- The total updates right away, and their choice is saved when they approve.
Common questions
Are optional items in the total?
Not until the client picks them. The total updates as they check them.
Related guides
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