Add-on pages allow you to present optional upgrades that customers can choose in addition to their selected option. Unlike Option pages, Add-on pages are not required selections — customers can accept or decline them independently, and may select none, one, or multiple add-ons.

Add-on pages are commonly used for services or enhancements that fall outside the core scope of work, such as accessories, upgrades, or extended coverage.

There are two ways to add an Add-on Page depending on your current context:

The Add-on Page will now appear in the Pages list on the left sidebar.

The Add-on Page will now appear in the Pages list on the left sidebar.

Inside a Structure page: When placed as a subpage under a Structure page, the Add-on is associated with that specific structure. Add-on pages do not inherit Structure Line Items — they only display their own unique items, so customers see exactly what the add-on includes without repeated base costs.

Outside a Structure page: The Add-on applies to the quote globally and functions as a general optional upgrade for the entire project.

To rename a page, click the pencil icon on the blue bar at the top of the page editor where the page name appears.

At the top of the page, you'll find the Banner image section:

The image will appear at the top of the page, above the text content.

An optional description appears below the banner image. Click inside the description box to activate the text formatting toolbar, which includes bold, underline, italic, outdent, indentation, text alignment, horizontal line, bulleted and numbered lists, and remove formatting.

Use the description to explain what makes this add-on valuable — what it includes, why a customer may want it, and any key benefits.

This is where you add all pricing and materials specific to this add-on. Do not include base project costs here — only items that this add-on specifically adds.

Most users will already have their line items set up in the Price List. The search field in the Add Line Item modal pulls directly from your Price List. Only if creating a brand new line item would you need to enter details manually.

To add a line item:

Each line item displays action icons on the right:

To add a section header, click +Add Line Item, select Section Header in the modal, enter a label, and click Add.

Margin Override — apply a custom profit margin percentage for this add-on page only.

Subtotal Override — manually set a fixed subtotal for this add-on. As the ⓘ icon states: "Subtotal override ignores any calculations and sets a fixed subtotal for the Add-on."

The Margin Override is available in two places depending on where you're editing. At the project level, it can be found in the Overrides section at the bottom-left of the page builder. In Company Settings, it's accessible through the More dropdown at the top-right corner.

The Costs Per Type section gives you a quick breakdown of your option's total expenses grouped by cost category — such as Labor and Material.

Each category total is driven by the Cost Category assigned to individual line items in your Price List. When a line item is tagged as "Labor," its cost rolls up into the Labor total; when it's tagged as "Material," it rolls into the Material total — and the same applies to any custom categories you've set up.

This makes it easy to see exactly where your money is going within a given option at a glance.

The Price Breakdown section shows how the add-on price is calculated, you will find this section on the bottom right corner of the page builder:

At the top-right corner of the page builder:

More dropdown options:

If you encounter difficulties or have further questions, contact our support team at [email protected] or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.