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Proposals & Work · Feature guide

The Worksheet

The estimator’s working surface: bid rows, templates, constants, include and itemize, and the notes that split between quote and work order.

New · Updated Sep 21, 2026 · 5 min read
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1Where a quote is actually built

The Worksheet tab is the estimator’s working surface. The Quote tab is what the customer sees; the worksheet is where the numbers come from. Nothing on the quote can be changed that wasn’t built here.

2Building the quote

  • Select Bid Type, then Choose Category and Choose Line Item. The line item’s fields appear, with the defaults you configured.
  • Use Add New Bid Row to add another row of the same item — four rooms at different sizes, say — and Duplicate to copy a row you’ve already filled in.
  • Select Templates pulls a prepared set of items onto the sheet in one step. See Templates & Constants.
  • Drag rows and sections to reorder them; the quote follows the worksheet’s order.
  • Include and Itemize control whether a row is part of the total and whether it’s shown as its own line on the quote or folded into a subtotal.
  • Room Measurement appears for bid types that have it enabled, for measurement-driven work.
  • Constants List shows the values your formulas are using, so you can see why a number came out the way it did.

3Notes and attachments

Two note fields run alongside the numbers: Quote Notes and Work Order Notes, with Append into Quote Notes and Append into Work Order Notes so a line item can contribute its own text automatically — customer-facing wording on the quote, practical instructions on the work order. There’s also a general comments field and per-line-item attachments.

4Recalculating

ReCalculate Quote re-runs every formula on the sheet. Use it after changing quantities in bulk, after a constant has changed, or any time the totals look stale.

Check the total before you send

A row left un-included, or a field left at its default, changes the price without looking wrong. Recalculate, then read the Quote tab as the customer would, before it goes out.

5Troubleshooting

A line item isn’t in the dropdown

It belongs to a different bid type or category, it’s hidden, it’s archived, or it belongs to a different year.

The quote shows more detail than I want the customer to see

Turn off Itemize on those rows, or hide the fields on the line item itself.