Adding Items

How to add items to your project

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

To add an item to your project, go to the Builder and click +Add Items

This will open a search box where you can search for the product you'd like to add. 

Note that when you search, your favorite items will show up in bold and at the top of the search results. Additionally, any bundles that match the search criteria will show up in blue at the top.

Select the item you would like to add. Enter/update the item data as needed, such as price, cost, shipping, labor hours, and more.


By default, the "Push New Items To The Database" setting is turned on for all accounts (but Enterprise users can turn it off). So when you use an item for the very first time, the changes you make to the editable fields will be saved to that item in your database.

This means that the next time you add that item to a project, the fields you edited the first time will populate with what was saved. This is particularly useful to know in regards to adding labor to an item.

Now if there are no matching products in the database, you can create a new item.

Be sure to click either Add and Next or Add and Close when you are done to save your changes.

We hope this helps! Please let us know if you have any questions!

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