How to - Add a New Cost Sheet

How to - Add a New Cost Sheet

Create a New Cost Sheet for Scope Items

1. Navigate to https://app.cleanclaims.com/

2. Click "Admin"

3. Click "Project Configurations"

4. Click "Scope"

5. Click "Create cost sheet"

6. Name the Cost Sheet

7. You can copy existing prices from any other cost sheet, or select None.

8. Click "Create cost sheet"

9. To find the different line items you can Click the "Search" field.

10. Or select by category

11. Ensure that you have selected the Active Cost Sheet you want to add prices to.

12. Pricing items will be saved automatically as they are entered in. You can have multiple price sheets to select and use on your projects in Clean Claims