ADD LINE ITEMS

There are three places to add line items.

• In Sketch you can place items directly on the floor plan.
• In Estimate Items you can locate items, add them to lists, and organize by rooms.
• XactContents is generally only used for contents claims.

The line-item entry method you choose will depend on you preference, and the size and type of your estimate. In this scenario we will use the Sketch and the Estimate Items methods.

Bedroom 1 line items

For this room, we will use the Sketch interface to add our line items.

1. Click Sketch.
2. In the Search pane, click Search Price List – Training.
3. To clean the walls and ceiling, type CLNAV in the Search box. Click Search.
4. Select CLNAV Clean {V}, and click within Bedroom 1. Do not click directly on the room label or the line item will not be added to any subrooms.
5. To paint the walls and ceiling, type PNTSP in the Search box. Click Search.
6. Select PNTSP, and click within Bedroom 1.
7. To clean an average-grade light fixture, type CLNLIT in the Search box. Click Search.
8. Select CLNLIT and click within Bedroom 1 where you want to place a light fixture. If there are multiple light fixtures, they can not be placed on top of each other. In this case there is only one light fixture in the room, so click once near the center.
9. To clean the windows, type CLNWD in the Search box. Click Search.
10. Since these windows are smaller than average, select CLNWD<.
11. By default, this line item cleans only one side of the window. To clean both sides of the window, with CLNWD< selected, right-click one of the bedroom windows to open the Add Line Item dialog box.
12. Click Calc to open the Calculator. Click 2, and then click OK.
13. Click OK in the Add Line Item dialog box.
14. Click each window in Bedroom 1.
15. To clean the door, type CLNDOR in the Search box. Click Search.
16. Right-click the bedroom door to open the Add Line Item dialog box.
17. Click Calc to open the Calculator. Click 2, and then click OK.
18. Click OK in the Add Line Item dialog box.
19. Click the bedroom door to add the line item.
20. To clean the bifold door, type clean door in the Search box. Click Search.
21. Select CLNBF Clean door – bifold set (per side). Adjust the calculation for two sides and add the line item, using the same method as before.  

Bedroom 2 line items

For Bedroom 2, we will use the Estimate Items interface. This will allow us to copy the scope from Bedroom 1.

1. Click Estimate Items.
2. In the Grouping pane, select Bedroom 2.
3. Right-click in the Line Item List area.
   
4. Under Other Options, select Retrieve Scope.
5. Select Bedroom 1, and click OK.
6. There are fewer windows in Bedroom 2. To adjust the number of windows to be cleaned, select CLNWD<. Information for this line item will appear in the Quick Entry pane.
7. In the Quick Entry pane, type 4 in the Calc box. Click OK.

Living room and stair line items

1. In the Grouping pane, select Living Room.
2. Right-click in the Line Item List area.
3. Under Other Options, select Retrieve Scope.
4. Select Bedroom 1, and click OK.
5. The living room has two light fixtures. Select CLN LIT, change Calc to 2, and click OK.
6. The living room only has two small widows. Select CLN WD< , change Calc to 4, and click OK.
7. In the Quick Entry pane, enter CLN for Cat, WD for Sel, and 6 for Calc. Click OK.
8. Select CLN DOR.
9. To add an exterior door, change Sel from DOR to X in the Quick Entry pane. Press Enter.
10. Since there are no bifold doors, right-click on CLN BF. Then, under Line Edit Options, select Delete.
11. Click Sketch.
12. To add carpet, type FCCAV in the Search box. Click Search.
13. Select FCCAV, and click within Living Room and Stairs.
14. Press Esc on your keyboard to clear FCCAV from your cursor.
15. To add waterfall carpet installation:
    1. Right-click on the stairs and select Properties. Find the number of risers listed under No. of risers in the Staircase section. Remember this number; you will need it in a few steps.
    2. Click Estimate Items, and ensure Stairs is selected in the Grouping pane.
    3. In the Quick Entry pane, enter FCC for Cat, STP for Sel, and the number of risers for Calc.
16. To add carpet pad, click Sketch.
17. Type FCCPAD in the Search box. Click Search.
18. Select FCCPAD, and click within Living Room and Stairs.
19. Type CLNAV in the Search box. Click Search.
20. Select CLNAV, and right-click the stairs.
21. To clean the walls, but not the ceiling, click Calc and select W. Click OK, and then click OK again.
22. Click within the Stairs.
23. Type CLNLIT in the Search box and click Search.
24. To add the clean light fixture line-item, select CLNLIT and click within Stairs.
25. Type CLNHR in the Search box, and click Search.
26. To add the clean handrail line-item, select CLNHR and click within Stairs.
27. Type CLNBAL in the Search box, and click Search.
28. To add the clean balustrade line-item, select CLNBAL and click within Stairs.

Master bedroom line items

1. Click Estimate Items.
2. In the Grouping pane, select Mstr Bedroom.
3. Right-click in the Line Item List area.
4. Under Other Options, select Retrieve Scope.
5. Select Bedroom 1 and click OK.
6. In the Calc box of the CLN LIT line-item, type 3.
7. In the Calc box of the CLN WD< line-item, type 12.
8. In the Calc box of the CLN DOR line-item, type 4.
9. Since there are no bifold doors, right-click CLN BF and under Line Edit Options, select Delete.

Hall line items

1. Click Sketch.
2. Type CLNAV in the Search box. Click Search.
3. Select CLNAV and click within Hall.
4. Using the same method, add the following line items:
   • PNTSP – Seal/prime then paint (2 coats )
   • CLNLIT (x1) – Clean light fixture
   • LITAV (x1) – Light fixture
   • FCCAV – Carpet
   • FCCPAD – Carpet pad

Bathroom line items

1. Add the following line items to both the Bathroom and Mst Bathroom:
   • CLNAV – Clean surface area
   • CLNBAR – Clean light bar
   • CLNSNK – Clean sink
   • CLNTLT – Clean toilet
   • CLNTUBSUR – Clean tub and surround
   • CLNF – Clean floor, strip and wax
2. To clean the 3’ by 3’ mirrors, click Sketch.
3. Search for and select CLNMIR. Right-click within Mst Bathroom.
4. Click Calc . Click 3, x, 3. Click OK.
5. Click OK again. Then click within the Bathroom and Mst Bathroom.
6. The toilet paper holder, towel holder, and wash cloth holder are considered bath accessories. To clean all three bath accessories, search the CLNBAC line item, change CALC to 3, and add the item to Bathroom and Mst Bathroom.
7. To clean the vanity, search for and select CLNVAN.  A square that represents a vanity will appear under your cursor.
8. Move the vanity to the southeast corner of Mst Bathroom and click to place the vanity.
9. After it is placed, the dimension of the vanity can be adjusted the same way the dimensions of a room are adjusted. Click and drag the north end of the vanity until it is 3’ long.
10. Right-click the vanity graphic and select Copy.
11. Press Ctrl-V. Another vanity graphic will appear.
12. Place the vanity in the southwest corner of Bathroom.

Cleaning the carpets

1. In Sketch, load CLNFCC and click within Bedroom 1, Bedroom 2, and Mstr Bedroom to add carpet cleaning to those rooms.