The user now has a list of preferred items. This new list includes frequently used items in a separate list that allows you to quickly select and search.
To access the list

  • From the estimate, press “F5” or “+” to add an item.
  • Right-click in the product description field in the added line.
  • Choose one of the three options.
  • Add a code to the list of preferred codes by clicking on the “+”.
  • Delete one or more codes simultaneously using the check boxes and clicking on “-”.
  • Select one or more codes in the list using the check boxes and add them to the estimate using the “Select” button (round green button with a green check mark inside).


Another way to add a code to the list:

  • Select the product in the estimate.
  • Right-click in the product description line in the added line.
  • Choose one of the three options.
  • Add the code in the list of preferred codes.
  • Delete the product in the list of preferred codes.
  • Cancel.