Groups function similarly to folders, enabling you to nest items within them. This feature helps you organize your proposal’s contents into logical, hierarchical structures. For instance, consider a residential remodel project divided into different scopes of work for the Kitchen, Office, and Primary Bathroom. Each of these rooms would be an individual group. Furthermore, within the Kitchen group, you could further categorize the scope of work into sub-groups such as base cabinets, wall cabinets, and the island.
You have complete freedom to design your group structure as you see fit. If you have a tried-and-true method that you’ve used before adopting Crows Nest, rest assured that our software allows you to continue structuring your proposals in the same way. Crows Nest offers the flexibility to maintain your preferred organizational style moving forward.
You’ll need to create at least one (1) group before you can add products to your estimate.