FAQ: Items Database & Costbooks

Can I insert Costbook Items into Change Orders?

Costbook Items can be inserted as Line Items within Detailed Change Orders—the Change Order Method that allows you to itemize costs and methods. Simply click into the Name cell of the Change Order Price Calculation table and type in the desired Costbook Item to search your Company Costbooks. Once you've located the desired Costbook Item, click on it within the dropdown menu to automatically populate the Costbook Item's details into the Change Order Price Calculation table. 

Please note that Costbook Items do not include markup and this will need to be added within the Markup column if applicable. 

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