You can add optional tasks to a draft quote or estimate to provide the customer with more flexible job costing. When the customer accepts the quote or estimate, they can choose which optional tasks to include in the job.
Add a new optional task
To add a new optional task to a quote or estimate, toggle its Optional switch to ON as you follow the add instructions in the article Add or edit tasks on a quote or estimate.
Make an existing task optional
To make an existing task optional in a quote or estimate, toggle its Optional switch to ON as you follow the edit instructions in the article Add or edit tasks on a quote or estimate.