Adding Tasks to an Estimate

To add a task to an estimate, in the Builder tab:

1. Click . A task is added to the builder and its Name cell is highlighted and editable.
   If you have selected a record in the builder, a task is added to the first appropriate place within the hierarchy. For example, if you have selected a line set, the task will be added to the bottom of that line set.
2. Enter a name for the new task.
3. [Optional] Select or tab to the Start Date cell and enter a date. Records inherit the dates of their immediate parent records. For example, a task inherits the dates of the estimate, or its line set if the task is associated with one.
4. [Optional] Select or tab to the End Date cell and enter a date.
5. Click Save.

For more information about the fields on a line set record, see Estimate Task Fields.

Applying a Discount to Tasks

To apply a discount to a task:

1. On the row of the task you want to apply a discount to, double-click the Discount cell.
2. Enter the percentage to discount the task by.
3. Click Save.