How to Add a Text Block Item

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Overview

A text block item is a no-cost item you can add to your estimate to display text, such as an outline of a solution or other notes for your client. Instead of the cube icon used for regular items, a text block displays with a text symbol.

Before You Begin

• Identify where in your estimate you want to add the text block and what information you want it to communicate.

1. In your Estimate, click the Plus Item button.
2. Scroll down to More, then select Text Block.
3. Confirm the item was added correctly by checking that it displays with the text symbol instead of the cube icon used for regular items.
4. Name the text block item as you want.
5. Add a description as you want.
6. Click into the background of the item to add any other text you would like.

Tips & Best Practices

• Use It for Outlines: Many contractors use text block items to outline a proposed solution within the estimate.
• Check the Icon: Confirm you added a text block and not a regular item by checking that the item shows the text symbol.

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Why This Matters

• Lets you add explanatory text directly into your estimate without affecting cost, which is useful for outlining solutions or adding notes for your client.

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Summary

Adding a text block item lets you insert a no-cost text entry into your estimate by adding a Text Block item from the Plus Item menu, then naming it and entering your description or notes.