Creating a Categorization

Custom categories are a great way to break down your project by location, priority, or any other type of category. 

HubSpot Video

To add custom categories to your project:

  1. Go to the Settings page
  2. Scroll down to the Categorization section
  3. Click Create Categorization

  4. Give your categorization a name
  5. Add the necessary Categories manually or by copying and pasting from a spreadsheet

Tip: If you’re importing an estimate from DESTINI, Sage, or WinEst, custom categories selected during the import process will automatically be created for you.