Adding your own sections to worksheets and quotes
Yes, this is configurable today and it is not a fixed list.
Sections are a tenant option list: add the ones your business quotes on (roofing, gutters, soffit, siding, whatever you sell) and they become available for grouping lines on worksheets and quotes.
Add one from the Worksheet section types card on the Custom Fields screen under Settings; existing ones are edited from the same card. Creating takes Create on Worksheet Sections and changing an existing one takes Modify on Worksheet Sections.
That card sits at Settings › Custom Fields alongside the account's other option lists, if that is where you are already standing.
Who can do this
Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.
- Create on Worksheet Sections
- Modify on Worksheet Sections
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