Editing line items

Once the proposal is generated, every line item is fully editable. You don't have to ask the AI to redo anything for a small tweak — click the line, change the number, move on. The proposal auto-saves with a two-second debounce, so there's no Save button to hunt for. This article covers what you can change and how it behaves.

Click to edit, anywhere on a row

Click any line item in the table to drop into edit mode. From there you can change:

• Description — the client-facing text for that line
• Quantity — how many units (square feet, linear feet, days, etc.)
• Unit — the measure (sqft, lf, day, each)
• Unit price — what one unit costs the client
• Materials cost — your internal cost for materials on this line (used in Costs & Materials)
• Crew days — for crew-day-priced lines, how many days you've budgeted

The line total recalculates instantly as you type. Hit Enter or click outside the row to commit. Changes auto-save two seconds later — you'll see a small "Saved" indicator if you're watching closely.

[!tip] Telling Biddy what materials cost. A line's materials cost is your cost — it moves your margin in Costs & Materials, not what the client pays. So if you tell Biddy "the waterproofing materials run about $1,000," Biddy records it and tells you the client price hasn't changed. If you want the client charged for those materials, say so — "add the $1,000 to the waterproofing price" — and Biddy's confirmation card shows the new line price before anything saves. If Biddy can't tell whether your current price already covers the materials, it asks first.

Editing a unit price doesn't change how the AI thinks about that line for future regenerates. If you bump the demo line from $1,200 to $1,800 because of a tough substrate, that's a one-off. If you want BidCraft to always price demo higher, tell Biddy: "I never want demo under $1,500 on a small bath." That becomes a saved rule.

Two ways to change a tile line's price

On tile work, BidCraft prices from a base rate and then applies your finish multipliers on top of it (a herringbone marble wall costs more per foot than plain 12x24 — see Day rate, multipliers, and overhead). That means there are two different numbers you can change, and they behave differently on purpose.

Change the base rate — the adjustment stays. Open the line in Costs & Materials and click the $54.00 base figure in the Tile complexity block. Type your real base, save, and BidCraft re-applies the same multiplier on top of it: a new base of $60 at ×1.395 becomes $83.70/sqft. The trail stays intact, margin updates live. Use this when your rate for that kind of work was wrong but the complexity read was right.

Change the final price — your number stands. Edit the unit price right here in the line-item editor and that becomes the price, full stop. The multiplier adjustment drops off the line; BidCraft doesn't stack anything on top of a number you typed. Use this when you've decided what the line is worth and you don't want the math second-guessing you.

Crew days work the same way. A day count you type in — here or on the scope screen — is final and never gets multiplied again.

[!note] There's no wrong door. The only thing to know is that the base rate keeps the adjustment and the final price replaces it. Either way, regenerating won't overwrite what you set.

Reorder, add, delete

The order of lines on the proposal is the order your client sees them. Sometimes you want demo at the top, sometimes you want plumbing rough-in first. Drag handles on each row let you reorder:

[!steps]

1. Reorder — grab the handle on the left edge of a row and drag up or down. Drop where you want it. On a job grouped by room or floor, a line moves within its own group — see below.
2. Add a new line — "+ Add line item" at the bottom of the table. Fill in description, quantity, unit, unit price.
3. Delete a line — trash icon on the row. BidCraft asks you to confirm first so you don't lose work by accident.

Deleted lines are gone — there's no undo on the proposal page directly. If you regret it, you can regenerate from the synthesis (see Regenerating the proposal) to get a fresh starting point.

A deleted line stays deleted. When you remove a line — from the editor here, or by asking Biddy to — BidCraft adds it to the job's Excluded work chips up in Measurements & Scope. That's what stops it walking back in the next time you regenerate. Changed your mind? Tap the × on the chip and the work is fair game again on the next re-draft.

Pulling lines from your services catalog: when you click + Add Item, a search panel opens over your services catalog. Type a keyword, see the service name and pricing, pick — the new line drops in with description and price pre-filled. See Adding a line from your services catalog for the full walk-through.

Jobs grouped by room or floor

On a whole-house job the lines come grouped — Ground Level, First Floor, Primary Bath, Casita Bath — with a heading over each group. The editor now shows those headings exactly where your proposal, the printout, the PDF and your client's page show them, so what you edit is the document your client reads. A job with no groups (most single-bathroom jobs) looks and works just as it always has.

• Dragging stays inside the group. You can put the lines of a room in any order, but you can't drag one out from under its heading by accident — that would print it under a room it isn't in.
• Add a line to a room. Every heading has a small + Add line. The new line goes at the end of that group, already filed under it. If your services catalog is set up, the same search opens first.
• Move a line to another room. Open the line's details (Edit details / Add details) and pick a room under Section. The line moves to the end of that group. No section sends it to the house-wide work at the bottom; New section… starts a new group after the last one.
• House-wide work stays last. Demo, disposal, permits and anything else with no room sits after the groups, just like on the proposal.
• Room prices, when your style shows them. If the proposal shows one price per room, each heading shows that room's running total as you edit, and the house-wide work gets its own General heading and total. Otherwise the headings show no price.

Moving a line never changes its price or the job total — only where it prints.

Source tags tell you where a line came from

Every line item has a small source tag so you can tell at a glance what generated it:

Manual edits and "From service" lines are sticky — they survive regenerates as long as you've made other manual changes (BidCraft anchors to your edits in that case). AI lines get replaced on a fresh regenerate. CO chips give you a quick visual on which lines came from the original proposal versus amendments — handy when you're staring at a long line list and want to know what's part of the deal as originally signed.

Materials follow the line

Each line item on the proposal can have materials attached to it. If you added a new line by hand for, say, a custom shelf, the materials list won't have anything tied to it yet. You can either:

• Open the materials list and use the line-item dropdown in edit mode to re-attribute existing materials to your new line
• Or regenerate just that line's materials from the materials list (a per-line "Regenerate materials" action)

[!note] The materials list shows a "For: <line name>" badge on every row so you always know which line a SKU is feeding. If a line shows no materials at all, BidCraft will tag it as NONE (legitimately material-free, like a labor-only line), AI ESTIMATE (the AI guessed at materials cost without actually sourcing SKUs), or PASS-THROUGH (a permit or fee where materials cost = line price).

Auto-save is real — close the tab, you're fine

Every change you make is sent to BidCraft two seconds after you stop typing. Close the browser tab, switch projects, walk away for an hour — nothing is lost. The proposal page never has a Save button because it never needs one.

Letting your client decide a line

Not every line is your call. Each row has an Options menu that turns it into an optional add-on your client can take or leave, or pairs it with alternatives they pick between — Good, Better, Best. While a proposal carries options, the footer reads Total (default configuration): what they owe if they change nothing.

See Offering options and add-ons for the whole flow, including what your client sees and what happens when they sign.

Next steps

For the surrounding scope-of-work text and the payment schedule, head to Editing scope text and payment schedule. If you want a fresh take from the AI after heavy hand-edits, read Regenerating the proposal. To let your client add or swap parts of the job themselves, read Offering options and add-ons.