Line Items & Costing ​

The Line Items tab is the estimate workspace. It turns evidence and take-off into a reviewable hierarchy of groups, subgroups and priced leaves, with warnings, trade classifications, margins, sources and live totals.

Line Items cards — outline warnings, grouped cards, trade/type chips, margins, row actions and totals

  1. Warnings — opens the unresolved warning set; badges in the outline show how many warnings sit in each group.
  2. Outline — a navigable tree with group counts and subtotals. Select a group to jump the main view to that part of the estimate.
  3. Cards/Table — switch between readable cards and a dense schedule.
  4. Cards — each row shows UID, owner, type chip, description, quantity/unit, rate, margin, total and edit/info/delete actions.
  5. Group cards — expandable groups show rolled-up totals, margin and before-margin values.
  6. Totals footer — item count, ex GST, GST, inclusive total and before-margin cost.

Table View ​

For large estimates, Table view exposes the schedule as columns and keeps the hierarchy visible with indentation and expand arrows.

Line Items table — 189-item estimate with warnings, outline, trade chips, hierarchy rows and totals

  1. Outline rail — warning badges such as ▲6, ▲2 and ▲13 sit next to groups; each group shows item count and subtotal.
  2. Hierarchy navigation — expand/collapse groups and leaves without losing the current table position.
  3. View controls — Trade, Outline, Review, Cards, Table, Margin and Pre-margin cost.
  4. Schedule columns — Name, Quantity, Unit, Unit price, Sources and Margin; further columns/actions remain available to the right.
  5. Trade chips and rows — Concrete, Excavation & Trenching, Reinforcement, Formwork, Landscaping & Fencing and Drainage & Drainlaying classify the work while nested rows preserve the estimate structure.
  6. Totals — the footer shows the full item count and ex-GST/GST/inclusive calculation alongside the before-margin total.

The table is useful for scanning rates and quantities across many rows; Cards is better when each row needs its description and action controls in context.

Views and Modes ​

ControlWhat It Does
TradeReorganises the working view by trade so a trade can be reviewed independently.
OutlineShows the hierarchy, counts, subtotals and warning badges.
ReviewWalks through groups with approval progress and roll-ups. Use it before export or sending a quote.
CardsPresents each row with type, quantity, rate, margin, totals and actions.
TablePresents the dense schedule with columns and indentation for large estimates.
MarginShows margin information and lets you work with margin or markup.
Pre-margin costShows base cost alongside the sell value.

Warnings and Evidence ​

Warnings commonly indicate missing rates, zero quantities, incomplete groups or missing measurement links. Clear them before treating the estimate as ready. A warning on a group does not necessarily mean every child is wrong; expand the group and inspect its badge count.

Sources and measurement citations make a row defensible. A reviewer can trace a quantity to the drawing/page or uploaded source that produced it.

Editing a Line Item ​

Select a row's pencil action to open the editor.

Edit Line Item — name, description, quantity, unit, type, price, margin, markup and discount

  1. Name and Description — edit the wording; Bee sparkle actions can help rewrite or complete the fields.
  2. Quantity / Unit — set the numeric quantity and unit such as each, m2, m3, hr or lm.
  3. Line Item Type — choose Material, Labour or another configured type.
  4. Unit Price / Total Cost — inspect the base values that drive the row total.
  5. Margin / Markup — use the commercial method appropriate to the job.
  6. Discount / Save Changes — apply a row discount and save only after checking the resulting total.

You can also add a new item from + Add Item, duplicate or delete rows, link measurements, and let Bee make changes through a reviewable chat action.

Batch Review ​

Tick multiple rows to reveal batch actions. Use this for batch delete or consistent updates, then return to Review mode to confirm group roll-ups. Take a Snapshot before a broad change or a Bee rerun.

Totals, Margin and Exports ​

  • Margins roll up from leaves to groups and the assessment total.
  • Markup is a percentage of cost; margin is a percentage of selling price.
  • Pre-margin cost shows the base cost before commercial uplift.
  • The bottom bar always keeps ex GST, GST, inclusive and before-margin totals visible.
  • Export the schedule to XLSX or CSV from the assessment header; export Material List separately for ordering.

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