How to Add and Manage Scope Line Items

Getting Started with Scope Line Items

This guide will help you add, organize, and manage scope line items in your Lever360 iRestore system. These line items are used throughout scoping and estimating workflows — streamlining documentation in both the field and office.

🎥 Video Walkthrough:

👇 Watch this video for a hands-on walkthrough of how to add and manage scope line items
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What You’ll See in This Video

✅ Accessing Scope Line Items
Navigate to Main Menu > Sprocket Icon > Company Settings > Scope Line Items.

✅ Creating Line Items
Choose a relevant header (e.g., Equipment, Demo, Cleaning) and description (e.g., "Air Mover").

✅ Organizing by Job Type
Assign a job type (e.g., Water, Fire) to help the system auto-populate line items based on the job.

✅ Setting Unit of Measure (UOM)
Use standard UOMs like:

✅ Adding Cost & Pricing
Input:

✅ Applying Scope Logic
Define how pricing is calculated (e.g., Quantity x Days), and use clear breakdowns to help estimate effectively.

✅ Notes, Codes & Labor Options
Add helpful notes (e.g., “Each room should have total area & number of air movers placed”).
Use a custom code like WTR-AM.
Toggle labor options if applicable (e.g., standard labor, after-hours labor).

✅ Editing & Deleting Items
Modify costs, pricing, or units of measure anytime.
To delete, click the red delete icon next to the item.

💡 Quick Tips

🛠 Use headers and job types that align with your team’s fieldwork — it helps techs find items faster during scoping and estimating.
💾 Don’t forget to save your changes after creating or editing items.
❌ Need to remove a line item? Just hit the red delete button.
🧠 Use the notes field to offer clarity for your field team — it's visible in both office and field use.
🔒 Prices will not show in Field Tech View — scoping remains simple and focused for field users.

📋 Frequently Asked Questions (FAQ)

Q: Will techs see pricing in the field?
A: No. Field Tech View hides pricing for simplicity and focus.

Q: What’s a good example of a custom code?
A: Try using clear and consistent formats like WTR-AM (Water | Air Mover).

Q: Why should I use headers and job types?
A: It helps field and office teams easily locate the correct scope items based on category and job type.

Q: Can I edit a scope line item after creating it?
A: Yes! Just click into the item, make changes, and hit "Save Changes".

🆘 Support

💡 Need help? Reach out anytime:

📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900
📚 More Guides: https://docs.lever360.com/en/