Group line items on a quote or invoice
Groups let you organize a long quote or invoice into titled sections — for example "Fire Alarm Deficiencies" and "Sprinkler Deficiencies" — so the customer reads the document by system instead of one flat list. Group headings appear in the editor, on the document preview and PDF, and on the page the customer signs or pays from. Totals and tax are unchanged by grouping; it only changes how the lines are presented.
Turn on grouping
Open the quote or invoice and find the Group items switch above the line items.
Turn it on, then click New group, type a name, and add the group.
Drag line items into the group, or click + Add item inside a group to add a new line directly to it.
Items you have not put in a group collect in an Other section at the end of the document. If nothing is assigned to any group, the document renders as a normal flat list with no section headings.
If the selected quote or invoice document template does not support group headings, Essential warns you below the Group items switch. Users with document-template source-edit access can open the correct Settings page from the warning; other users should ask an administrator to update the template before the document is sent.
Rename, reorganize, or remove groups
Hover over a group heading to reveal the rename (pencil) and delete (trash) icons.
Deleting a group never deletes its line items — they move to the ungrouped Other section.
Drag items between groups at any time to reorganize the document.
Where groups come from automatically
When you create one quote from several deficiency tasks (see Working a deficiency task), Essential creates a group per inspection report type automatically—for example, one group per asset group type inspected—and files the generated lines under them. You can rename or reorganize these like any other group before sending.
When you convert a signed quote into an invoice, its groups carry over.
Where to find it: Open a quote or invoice → the Group items switch above the line items
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