Line-item sections and saved discounts

Two small tools that make big quotes read clearly — and make generosity look intentional.

Sections

Group line items under named headings — Kitchen, Bath, Exterior — each with its own subtotal. Sections appear in the quote builder, on the client's portal view, and on the PDF, so a big remodel reads as an organized plan instead of a wall of lines.

To add one in the quote builder, tap Add section, name it, and drag line items in. Subtotals calculate automatically.

A quote grouped into Kitchen, Bathroom, and General sections, each with its own subtotal

Saved discounts

Create named discounts once — "Military & veterans −10%", "Repeat customer −5%" — and apply them with one tap on any quote. The discount prints by name on the quote, portal, and PDF, so the client sees exactly what you gave them and why.

That visibility is the point: an invisible price cut buys no goodwill, but *"Military & veterans −10% — thank you for your service"* on the PDF does.

The client's view of a quote with a named discount printed on it

Manage them in Settings → Rates & overhead → Saved discounts.

FAQ

Do sections work with Good/Better/Best tiers?

Yes — each tier can carry its own sections and subtotals, so even three-option quotes stay readable.

Does a discount apply to the whole quote or one section?

Your choice — apply it to the full quote or a specific section, and the math shows transparently either way.

Do discounts affect my margin display?

Yes — the live margin updates as you apply a discount, so you see exactly what the gesture costs you before you send.

Still need a hand?

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