Open the Accessory Selector
Expand an Option in your quote.
Scroll to the bottom and click + Add Accessory.
A modal titled “Add Accessory” will open on the right.
Choose How You Want to Add Accessories
You will see three options at the top of the modal.
Select one, two, or all three by checking their boxes.
You can then add accessories to the selected option(s).
Search for an Accessory
Type the accessory name in the search box.
Suggestions will appear (click the one you want).
Use the X icon to clear your search
Set Quantity
Each accessory has a Quantity textbox.
Enter how many units you want to add.
Use the numeric stepper to adjust values.
Add the Accessory
Click the + Add button next to the Quantity field.
This adds the accessory to the option(s) you selected
View Materials & Labor
Click the expand arrow next to Included Materials & Labor (X).
You will see a list of all materials and labor that make up that accessory.
To hide the list, click the collapse arrows to collapse it
Close the Modal
After selecting all accessories you need, click the X icon at the top of the modal.
Open each option using the expansion arrow to confirm the accessories are listed.
To hide the details of a given option, click the collapse arrows to close the list
Remove an Accessory (if needed)
Click the X icon next to the accessory you want to remove.
A confirmation modal will appear: “Are you sure you want to delete ‘Accessory Name’?”
Click Cancel to keep it, or Delete Accessory to remove it
Save Your Changes
Click Save to keep your updates, or
Click Save and Get Prices to save and open the View Pricing page.
