Customize the View of Your Landscaping Maintenance Estimate

Understand how you can customize your estimate’s view on Accelerate

1. Collapse Home Icons for More Workspace

   • Open an estimate in Accelerate.

   • Collapse the home icons on the left side to provide more room to work on your estimate.

2. Reorder Line Items

   • To move a project to the top, utilize the drag and drop option.

   • Hover over the line with dots indicating it can be moved.

   • Drag and drop the line item to your desired location to reorder it for the proposals.

3. Identify Missing Data

   • Look for the specific symbol indicating missing data for a service.

   • This symbol helps you quickly identify services that need attention.

4. Customize Table View

   • Click on the three dots on the right-hand side.

   • Select "Show and Hide Columns."

   • Deselect columns that you do not want to see and keep only the necessary columns for the estimation.

5. Reorder Columns

   • Use the custom order column functionality to reorder columns.

   • Drag and drop columns to the top to bring important information like price and cost to the front.

6. Expand Services to Check Assemblies

   • Expand a particular service to view its assemblies.

   • Check for missing data, such as zero cost for an assembly.

   • Enter the required value to update the cost for the particular labor.

7. Undo and Redo Changes

   • If the entered cost is not desired, click "Undo" to remove it.

   • The indicator for missing data will reappear.

   • Use the "Redo" option to bring back the cost if needed.

By using these functionalities, you can customize the view of your estimate to enhance efficiency.