Add item tags in X1
Use tags to provide additional item information such as contact information or a Vendor ID number. Tags have no effect on the default functions in the estimate.
- Open an estimate, and under Estimate items, click the Items tab.
- Select a line item.
- Click the Tags tab on the right side of the Quick entry pane.
- The default tag is a date tag. The default date is the date you added the line item in Xactimate. Adjust the date by clicking the calendar icon.
- To add another tag, click Add tag.
- Select a tag, or select SmartList to add a custom tag.
- Enter the tag information.