video1.0<iframe src="https://www.loom.com/embed/f014af66091741ad900f7dee97dc3811" frameborder="0" width="2030" height="1522" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15222030Loomhttps://www.loom.com15222030https://cdn.loom.com/sessions/thumbnails/f014af66091741ad900f7dee97dc3811-e8047881560a512a.gif338.813This Loom explains how to add optional line items to an estimate in Boatyard and manage them in the resulting work order. The creator shows adding a “boat detail” line item as Optional, while required items stay mandatory for the customer. After sending, the customer sees required items together and optional services at the bottom, can uncheck optional items, and then accept or decline the estimate after agreeing to terms and conditions. The work order updates to reflect which items are approved or declined, with declined items remaining on the work order but excluded from the invoice total, and line item statuses can be changed at any time.