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Creating Favourites From a Quote, Estimate, or Invoice
Creating Favourites From a Quote, Estimate, or Invoice

How to save sections as a new Favourite from the quote, estimate and invoice builder

Max avatar
Written by Max
Updated over a week ago

You can save sections into your favourites as you are pricing up jobs or preparing invoices. This is a fast way to build up your kitsets without having to create them first.

Once you are ready to save a section into your favourites, click the Save section to Favourites button below your section title:

A notification will confirm that your section has been saved.

You'll find this where you find all favourites in in a folder named Saved from Quote or Invoice:

You'll find this where you find all favourites in your Favourites folder named Saved from Quote or Invoice. To get there, click on your profile icon next to Help (?) button > โš™ Settings > Favourites.

Once the favourite is saved, you can drag and drop it into your other folders.

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