Installation Items are customizable line items that go into a job. These items can be created beforehand in the Office (Click Here to Learn How), or created on the fly depending on what is needed for the job. This flexibility allows you to account for any situation that may arise on the job. 

In this article, we will show you how to get the right pricing on your job by adding an Installation Item to your Proposal.

To add an Installation Item to a proposal: 

Go ahead and create a proposal and work your way to the Installation tab. Then select the appropriate category for the Installation Item you are looking to add.

Once you have selected the Installation Item category from Step 1, go ahead and add the Installation Items that apply to the proposal. If necessary, you can adjust the quantity of items either up or down. This can be useful for duct work, line sets, or other items that have variable quantities. 

You may find some Installation Items already highlighted/checked off. This means that when these Installation Items were created, they were selected as "Included by default" for that specific system type (Ex. Split AC with Air Handler, Furnace..etc). If this Installation Item does not apply to that job, you can uncheck it.
​

You can also create your own Installation Item on the fly if something comes up on the job . Simply click on the Add Custom Item at the bottom of the page

Give the Installation Item a name. You can then enter the cost and either use the Installation Mark-up table OR Override the price:
​

Here is how the Installation items will appear on a homeowners proposal: