Versions

Versions let you create multiple pricing options within a single estimate. This is useful when you want to present different approaches, material choices, or scope options to your client.

How Versions Work

Every estimate starts with one default version. You can create additional versions at any time to explore different pricing scenarios.

Each version is independent — it has its own set of line items, quantities, and totals. Changes to one version don't affect the others.

Creating a Version

1. Open an estimate
2. Click New Version
3. Give the version a descriptive name (e.g., "Standard Materials" or "Premium Option")

Editing a Version

Click on a version to view and edit its line items. You can:

• Add, edit, or remove line items
• Rename the version
• View the version total

Comparing Versions

When you have multiple versions, you can compare them to see how they differ. This helps you and your client make informed decisions about scope and budget.

Deleting a Version

To remove a version, open it and click Delete. The version and all its line items will be permanently removed. An estimate must always have at least one version.