To add or edit your Estimate Categories/subcategories click on your profile dropdown, select Branch Settings then select Estimate Categories
Adding an Estimate Category:
Click the Add Category button to enter your new category name, then click on Proceed.
The new categories will be added to the bottom of the list which can be rearranged up or down via the hamburger bars to the left of the category name.
To add a subcategory you can then click the Add Subcategory button and create as many sub categories as you wish under the main Category.
You can also upload Categories and Sub Categories via the csv import. The example file is attached to the upload csv file model at the top right of the screen.
To switch Off Sub Categories from showing in the Financial Pages you can toggle off Show Sub Categories. This will turn them off for ALL projects
