Homewyse Lists

User Guide


New to Lists? Review the Getting Started Tutorial and the Lists User Guide.


Homewyse Lists User Guide v4

Explore the following topics and step-by-step instructions in sequence, or review relevant features as needed.
View the User Guide Classic edition(v2)

Uses of Lists

Lists is an application that helps service pros generate accurate, consistent and professional looking cost estimates for jobs commonly performed.

If you are service professional and offer a standard set of services, you can create a reusable List that represents these services and the costs factors associated with each service. When you are ready to create a specific job estimate, create a new List that is a copy of your reusable List, enter the job size and check the services for that job. Lists will automatically calculate the hours of labor required, labor costs and material costs from the job size you entered.

As a final step, Lists can be printed or output to an electronic PDF file which can be emailed or texted to the client.

Lists includes Templates for common trade conractor, service, and maintenance work. These Templates will typically need to be customized to the needs of each business. Customization options are summarized in the remaining sections of this guide.

 
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How Lists Works

Homewyse Lists helps service professionals quickly prepare estimates of time, cost and materials. Lists works best for jobs with costs that vary by size, options and site conditions.

Users create and (re)use Lists that summarize the service and product options they offer for commonly performed projects.

A List is simply an itemized collection of work tasks and materials. Information stored in the List is used to determine the quantities and costs of labor and material, based on the unique size and options for each job.

List users can easily modify, save and create customer ready estimates from these Lists. Because Lists is a web application, all of this can be done from ANY smartphone, tablet, laptop or desktop PC - without having to install or maintain standalone applications.

 
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Getting started

As your first step, review and fully understand all material in the Homewyse Lists Getting Started video.

This introductory video explains the important applications and basic use of Homewyse Lists. You will learn about how Items are defined and used to calculate labor hours, material and cost estimates for a List. And you'll be shown how to start with a pre-defined Homewyse Template and then edit and customize you List as needed to fit your business.

Once you've finished viewing the tutorial video and understand how Lists works, click here to sign up for your free Lists Basic account. Remember to respond to the activation email (check your spam folder if you don't see an activation email in your inbox) prior to signing into Lists for the first time.

Sign into your Homewyse account and try Lists with your business. The Basic level has most of the same features and all of the content in the Pro version - so you'll be able to determine if Lists is right for you.

Learn about all Lists features and options in the following sections of this guide - and/or view the Advanced List features tutorial.

After you've learned the Basic version and feel confident that Lists will work for your business, you may want consider the Pro level. The Pro level offers unlimited number of custom Lists, and print output customization features that allow you to streamline output files put your business logo and contact information in the print output.

 
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Using Homewyse Lists Templates

We strongly recommend that you start by building your own "Master List" with your common service offerings, cost factors and options. Then, you will create a copy of the Master List for each job you have - reusing your information for maximum consistency and accuracy. Homewyse Lists Templates will help you get started. Some of the most popular templates are listed below:

To create your own List from a Template, click any Template above or:

  1. Sign into Lists and choose List Manager from the main navigation menu. Then select either the Templates tab or PRO Templates tab.
  2. Browse or enter a search term to locate a Template.
  3. Choose Make a Copy from the options shown to the right of the Template.
  4. Enter a List Name for your copy of the Template.
  5. Enter the List Labor Rate to be used to calculate fully burdened labor costs (wage + overhead + profit) for your List.
  6. Choose Save.

To use a List to generate an estimate:

Homewyse Lists cost estimate generation
  1. Enter a List Quantity value. This will update all Item calculations (Item quantity, hours, and costs) for Items set up to calculate quantities from the List quantity.
  2. Check the checkboxes to indicate a "check" next to Items that you want included in the estimate subtotals and Total (and make sure that Items you don't want in the totals are "unchecked").
  3. Review the value and totals; and make adjustments (see Notes below) as needed
  4. Choose Save.

Notes on customization:

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Homewyse Labor Rate Estimator

When creating a new List, updating settings for an existing List, or assessing competitive pricing levels in your local market, PRO level users can use the Homewyse Labor Rate Estimates calculator to quickly estimate hourly labor rate ranges from United States Bureau of Labor Statistics data and a user specified Overhead and Labor Markup percentage.

Homewyse Lists cost estimate generation
  1. When you create a new List or change the settings of an existing list -
  2. Choose a trade category with rate level ( "low - mid" or "mid - high") from the dropdown list. Trade categories s include general labor, carpentry, cleaning, electrical, plumbing, masonry, painting, tile etc.
  3. Enter the 5 digit US Zip Code of your area
  4. Enter the combined Overhead & Profit Markup as a percentage of the hourly salary range. If you are not sure of the right Overhead & Profit Markup % for your business, it is important that you consult with a qualified business/accounting advisor, who will make sure that all of your overhead costs and profit target are properly combined into a suitable Overhead & Profit Markup percentage for your business.
  5. The resulting range of labor rate ESTIMATES (in US$/hr) is shown on the right side of the Labor Rate Estimates area. These labor rates are calculated as the sum of US Bureau of Labor Statistics wage data for the trade category you selected plus the combined Overhead & Profit (in US$/hr) for your business (calculated with the Overhead & Profit Markup % you specified in Step 3, using the wage data as the basis). Labor rate ESTIMATES are adjusted to the location specified by the 5 digit Zip Code you entered in Step 2.

Notes on Homewyse Labor Rate Estimates:

  • IMPORTANT: Homewyse Labor Rate estimates are based on US Bureau of Labor Statistics wage data and are provided as examples for comparison and reference only. The resulting Labor Rates estimates may NOT BE APPROPRIATE FOR YOUR BUSINESS. Homewyse STRONGLY RECOMMENDS that you consult with a qualified business/accounting professional to determine the best Labor Rate for your business.
  • The calculated Labor Rate Estimate ranges are NOT automatically applied to the List you are editing. You must explicitly enter/change the List Labor Rate data field - located above the Labor Rate Estimate section - when you want to specify as the Labor Rate that will be used to calculate costs for the current List.
  • For a trade category with the "low - mid" rate level - in Step 2 above, the Low Labor Rate is the labor rate estimate for the lowest 25th percentile of trade professionals in that category and the High Labor Rate is a labor rate estimate for the 50th percentile (mid point) of trade professionals.
  • For a trade category with the "mid - high" rate level - in Step 2 above, the Low Labor Rate is the labor rate estimate for the 50th percentile (mid point) of trade professionals in that category and the High Labor Rate is a labor rate estimate for the top 75th percentile of wages for the trade.
  • IMPORTANT: Labor Rates are not controlled or set by anyone other than the owner of the service business. Labor rates above the "mid-high" range are absolutely possible, particularly for top-rated businesses with premium craftsmanship and services. There is no upper limit to the Labor Rate that a particular professional service can set, other than the practical limit of what customers in the local market are willing to pay.
  • A current Pro Level Subscription is required for this feature.

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Changing List cost factors

Once a List has been created, there are 3 cost factors that can be applied to ALL Items in the List. These List level cost factors are explained below:

List Labor Rate This factor allows you to: (i) change wages for EVERY EXISTING Item to a new value and/or (ii) set wages for Items that will be added to the List. This is useful when you reuse (or copy) a List based on wages that are out of date. To use this factor:

Homewyse Lists cost estimate generation
  1. Sign into Lists and open the List that you want to change.
  2. Choose Settings located to the right of the List Name.
  3. Enter the new List Labor Rate for your List.
  4. Option: to apply this wage to all Items in the List (and replace all existing Item wages), set the appropriate switch
  5. Choose Save.
Homewyse Lists cost adjustment

Labor adjust This factor allows you to adjust all Labor costs simultaneously without changing Item wages. This can be used to quickly apply discounts or markups to all labor costs in a List.

  1. Sign into Lists and open the List that you want to change.
  2. In the Subtotals area at the screen bottom, select and move the Labor adjustment control to decrease or increase all Labor cost values by the indicated % (IMPORTANT: on smartphones you must select the Labor Cost label in the Subtotals area to display the Labor adjust control - see below). This will change all Item Labor costs (and Labor subtotal) by the same % amount.
  3. Choose Save to store the final Labor adjustment.
  4. Notes:
    • Labor adjust will not change any of the other Item or List cost factors for labor.
    • Set the Labor adjust slider to 0% to return the Labor cost calculations to their uncorrected value.
Homewyse Lists cost adjustment - smartphone

Material adjust This factor allows you to adjust all Material costs simultaneously without changing Item unit costs. This can be used to quickly apply sales tax, discounts or markups to all material costs in a List.

  1. Sign into Lists and open the List that you want to change
  2. In the Subtotals area at the screen bottom, select and move the Materials adjustment control to decrease or increase the Material cost values by the indicated % (IMPORTANT:on smartphones you will need to first select the Materials label in the Subtotals area to display the Material adjust control). This will change all Item Material costs (and Material subtotal) by the same %.
  3. Choose Save to store the final Material adjustment.
  4. Notes:
    • Material adjust will not change any Item or List cost factors.
    • Set the Material adjust slider to 0% to return the Material cost calculations to their uncorrected value.
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Changing Item cost factors

If you need to adjust any values for an Item in your List, it is very important that you verify and then adjust Item values in the following order: Item Quantity > Item Hours > Labor Cost > Material Cost. The factors that adjust these value is explained in following:

Homewyse Lists - Item Quantity editing

Item Quantity This value is used to calculate all other values, so it is important to adjust this value (if you need to change the current value) before changing other values. The Item Quantity is either: (i) set to a specific value that you enter OR (ii) calculated from the List Quantity. If you want to change the Item Quantity:

  1. Open the List that contains the Item that you want to change.
  2. Select the Item Quantity field that you want to change and enter the new value.
  3. To specify that the Item Quantity field remain fixed, set the Recalculate Automatically based on List Quantity switch to OFF (left position).
  4. To specify that the Item Quantity vary in proportion to the List Quantity whenever the List Quantity changes, set the Recalculate Automatically based on List Quantity switch to the ON (right position). NOTE: change the Item-to-List Quantity Ratio if desired, and the Item Quantity will automatically recalculate when the List Quantity changes.
  5. Choose Save.
Homewyse Lists - Labor Hours editing

Labor Hours (Hrs) If you are satisfied with the Item Quantity, but want to change the Item Labor Hours:

  1. Open the List that contains the Item you want to change
  2. Select the Item Hours field that you want to change and enter the new value.
  3. To set Hours > 0, make sure the Enable Labor switch is set ON (right position).
  4. Enter either: (i) the desired hours or (ii) the Quantity Produced Per Hour. When you change either of these, the other factor will be automatically calculated.
  5. Choose Save.
  6. Note: To set hours to 0 (i.e. for a flat-fee Item), set Enable Labor OFF in Step 2 above and then choose Save.
Homewyse Lists - Item Labor Cost editing

Labor Cost If you are satisfied with the Item Quantity and Labor Hours, but want to change the Item Labor Cost:

  1. Open the List that contains the Item that you want to change
  2. Select the Item Labor Cost field that you want to change.
  3. Enter either: (i) the Item Labor Cost or (ii) the Hourly Labor Rate. When you change either of these, the other factor will be automatically calculated.
  4. Choose Save.
Homewyse Lists - Material Cost editing

Material Cost Once you are satisfied with the Item Quantity, but want to change the Item Material Cost:

  1. Open the List that contains the Item that you want to change
  2. Select the Item Material Cost field that you want to change.
  3. Enter either: (i) the Item Material Cost or (ii) the Unit Cost. When you change either of these, the other factor will be automatically calculated.
  4. Choose Save.

Item Edit Notes

  • Item level edits only affect the specific Item that has been edited once the Item is saved. Previous or future copies of the same Item will NOT be changed.
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Add Homewyse Items to a List

Fine tuning your List typically involves adding Items to your List. Don't worry - adding Items is simple and easy to understand. First, note that three Item types can be added to a List: a blank Item; a copy of an existing Item; and a Homewyse Library Item. This section explains how to add Homewyse Items (the remaining Item additions are described in next section).

Homewyse Items are predefined Items that represent a majority of the basic tasks and materials found in the calculators at https://www.homewyse.com/services.html. The Library of Homewyse Items contains over 1200 Items covering a wide range of jobs in electrical, plumbing, carpentry and all other service areas. Each Homewyse Item has predefined values for the Item description, basis, labor productivity and unit cost. These values represent typical, average values in the current US market - and can be changed by you as needed. Adding these Homewyse Items to a List is simple:

Homewyse Lists - Adding Library Items
  1. Open the List open the List that you want to add the Item to
  2. Select Library Items from the Add panel (located to the right of your List display).
  3. Locate an Item from the List either by browsing through the List categories or using the Search by keyword(s) option
  4. When you've located an Item you want to add, either: (i) select and move (drag) the Item from the Add panel to your List - and unselect (drop) the Item over your desired List position or (ii) double click the Item to add it to the bottom of your List.
  5. OPTIONS: If you "Drag and Drop", "Dropping" an added Item on top of any existing Item in your List will give you options to Copy Quantity or Replace Item.
    Copy Quantity will copy all Quantity settings from the List Item to the new Item.
    Replace Item will copy all Quantity settings from the List Item to the new Item AND delete the List Item once the new Item is added.
  6. At this point, you can review / change values for the new Item (Name, description, Quantity, Hours, etc).
  7. When you are satisfied with the Item values, choose Save.

Homewyse Items Notes

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Add Custom Items to a List

This section explains how to add blank Items and copies of existing Items to a List. See the preceding section for an explanation of how to add prebuilt Items from the 1200+ element Homewyse Item library

For a blank Item:

  1. Open the List that will contain the new Item
  2. Choose New Item + from the Add panel
  3. Enter the REQUIRED information (Item Name, Description, Cost Basis and Category)
  4. Review and edit default values as needed: Quantity, Hours, Labor Cost and Material Cost
  5. Select Save.

To create a copy of any Item from your Item Library:

  1. Open the List that will contain the new Item
  2. Select My Items from the Add panel (located to the right of your List display).
  3. Follow steps 3 - 7 for adding Homewyse Library Items.
  4. Note: the My Item library will contain all Items used in your saved Lists

Adding Item Notes

  • Item value calculations (Item Quantity, Item Hours, Item Labor Cost, Item Material Cost) are explained in detail here
  • To edit your Homewyse Item, see Changing Item factors. Note that you can make these edits before OR after you Save the new Item
  • When you create an Item copy, the copy you create is completely independent of the original Item. Any edits to either Item will be isolated to the edited Item.
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Reordering List Items

Templates and List Items are typically pre-ordered in the sequence the work is performed. This is usually acceptable, but there are situations where you may want to reorder the Items in a List. This is straightforward, but it is important that you remember to Save the List after you've finished reodering.

To change the Item order (position) of a List:

  1. Open the List to be reordered
  2. Click and hold (mouse input) or Press and hold (touch input) the Item name of the Item to be moved
  3. While holding and moving (dragging) the Item to its new position, a background will highlight the Item being moved and valid location options will "preview" as you pass over those locations
  4. When the Item is shown over the desired location, "drop" (release) the Item
  5. Repeat with other Items as desired
  6. IMPORTANT: Choose Save when you are satisfied with the Item order

Notes

  • You MUST choose Save after the ordering the Items to preserve the new List order when Printing or the next time you open the List
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Delete an Item

To permanently delete an Item:

  1. Open the List that contains the Item to be deleted.
  2. Choose the trash can icon located to the right of the Item name.
  3. A dialog will confirm your choice. To permanently delete the Item, Choose Delete.
  • Item deletion is final and cannot be undone.
  • When you delete an Item that was copied, only the Item you deleted is removed. Any other copies will remain unchanged.
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Create or copy a List

There are 3 ways to create a new List: Copy an existing List; Copy a Homewyse Template; and Create a blank List. Each of these is described below:

Homewyse Lists - Adding a List

To create a copy of a Homewyse Template (these templates are fully customizable after they are copied):

  1. Choose List Manager from the main menu.
  2. Choose either the Templates tab or PRO Templates tab.
  3. Choose Make a Copy from the options shown to the right of the Template you want to copy.
  4. Enter a List Name for your copy of the Template.
  5. Enter the List Labor Rate to be used to calculate fully burdened labor costs (wage + overhead + profit) for your List.
  6. Choose Save.

To create a copy of a List:

  1. Choose List Manager from the main menu.
  2. Choose the My Lists tab.
  3. Choose Make a Copy from the options shown to the right of the List that you want to copy.
  4. Enter a unique List Name for your copy of the Template.
  5. Enter / verify the List Labor Rate to be used to calculate fully burdened labor costs (wage + overhead + profit) for your List.
  6. Choose Save.

To create a blank List:

  1. Choose List Manager from the main menu
  2. Choose Add a New List +
  3. Enter a unique List Name.
  4. Enter a description (include information you want shown on the final estimate here)
  5. Enter / verify the List Labor Rate to be used to calculate fully burdened labor costs (wage + overhead + profit) for your List. Indicate if you want this Rate applied to all Items in the List.
  6. Choose a List Quantity Basis - this field specifies the UNITS of the "Size Input" for this List.
  7. Choose Save.
  8. Notes:
    • The List Basis specifies the "Basis UNITS" that you want to specify the SIZE of project (example: for painting, tile or sheetrock work the Basis may the actual surface area to be completed OR the floor area of rooms for this work; for trim carpentry, the Basis could be the length of molding installed OR the floor area of the rooms to be trimmed out, etc.)
    • The List Name and List QtyBasis are required for new Lists and cannot be changed once Saved
    • If you want a different name for an existing List, you can create a copy of the List (see preceding section) with the desired Name and delete the original List
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Delete a List

To permanently delete a List:

  1. Open the List that contains the Item to be deleted
  2. Choose the My Lists tab.
  3. Choose the trash can icon located to the right of the List Name.
  4. A dialog will confirm your choice. To permanently delete the List, Choose Delete.

Notes

  • List deletion is final and cannot be undone
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Printing

Once you have created a List, getting quality printed output is a few steps away:

  1. Open the List that you want to print. Verify that the List quantity and other values look reasonable to you.
  2. Check Items to be included in the printed output. "Uncheck" Items that you do not want included.
  3. Choose Save.
  4. Choose Output|Actions and one of the Print detail choices.
  5. Choose Print this page.
  6. This will display your browser's dialog for choosing print/output. Choose OK to create your List output.

Printing Notes

  • To create PDF files from your List, review the Create PDF output section
  • If you want printed List pages to contain your business contact information, your logo and any job specific notes, see the Add logo and business ID section
  • To control which cost details are shown in the output, see the Print Options section.
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Change Print Output

Print Output options let you control how much Item level information is included in the Print output. To access and use Print Output options:

  1. Open the List that you want to print. Make sure that all Items to be included in the printed output have been checked and saved
  2. Choose Output|Actions.
  3. Select one of the following Print Output options from the Output|Actions pop-up list:
    • Print - Item cost detail     will display hours, labor cost and material cost for each checked Item
    • Print - Item cost summary*     will only display combined (material + labor) cost for each checked Item
    • Print - No Item cost*     will NOT display hours, labor cost or material cost for any Item in the output

Print Output Option Notes

  • Remember to Save the List with selected Items "checked" before choosing Choose Actions.
  • * A current Pro Level Subscription is required for this feature
Homewyse Lists print page customization full Item detail Homewyse Lists print page customization Item summary Homewyse Lists print page customization no Item costs or time
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Create PDF output file

The best way to create and share a non-editable, electronic version of your Lists estimate is to "print" a PDF file from your Chrome (download Chrome) or Safari browser:

  1. Sign into Homewyse Lists.
  2. Open the List that you want to print.
  3. Check Items to be included in the PDF output. "Uncheck" Items that you do not want included.
  4. Choose Save.
  5. Choose Output|Actions and one of the Print choices.
  6. Choose Print this page to bring up your browser's Print dialog.
  7. In your browser's Print dialog, choose "Print to PDF" followed by OK/Print.

Create PDF output Notes

  • Homewyse recommends that you use the Chrome browser because of its stability, performance and quality PDF support
  • Need to install or update Chrome? Download and install Chrome now
  • If you want printed List pages to contain your business contact information, your logo and any job specific notes, see the Add logo and business ID section
  • To control which cost details are shown in the output, see the Print Options section.
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Create CSV data export file

When you need to share your Homewyse List estimating data with other applications (Excel, Google Sheets, Quickbooks, etc.), the csv format is an excellent option. To use the data from your Homewyse List estimate in other applications, export the List information to a .csv file and then open the .csv file from within the other application. And, for more formatting control of your estimate output file (e.g. if you want different note areas, headers, footers, graphic options or advanced pagination control) - you can open a .csv from Homewyse Lists from your favorite word processing application - such as Google Docs or Microsoft Word.
To create a .csv file from any of your Lists:

  1. Sign into Homewyse Lists.
  2. Open the List that you want to print.
  3. Check Items to be included in the CSV file. "Uncheck" Items that you do not want included.
  4. Choose Save.
  5. Choose Output|Actions and Export to CSV.
  6. Enter a File name and choose Save.

CSV export Notes

  • The .csv export file will be saved to the default download location specified for your browser
  • Data exported for EACH Item: Name, Decscription, Hours Labor, Labor Cost, Material Cost
  • Subtotals for Hours, Labor Cost and Material Cost are exported, along with the Total Cost
  • Only "checked" Items will produce exported data
  • A current Pro Level Subscription is required for this feature
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Add your logo and business info

Nothing delivers a stronger impression to a prospective customer or clients than a professional estimate built around your business identity and contact information. The Homewyse Lists Pro level subscription gives you this capability:

Homewyse Lists print page customization

Customizable areas in Homewyse Lists printed output.


  1. From the device you Print from... sign into Homewyse Lists using the device that you will print from. If you want to create PDF output files, complete the following steps in your Chrome (download Chrome) or Safari browser.
  2. Open a List open any List (and have at least one Item checked) and choose Output|Actions followed by any Print option.
  3. In the document preview, select area to edit The editable areas (A, B, C, D or E) are noted in the above graphic. To edit an area: choose in the area, make the change and then touch/click outside of the area to save your changes
  4. Logo file Make sure your logo is available as a PNG or JPEG file on each device you are printing from (or accessible from a url address). ** IMPORTANT ** Make sure your logo file has the logo size and right-to-left placement that you want - see Homewyse Lists - Adding a Logo for details. Touch/click area "A" shown in the diagram. A file dialog will appear. Specify the location of your logo file and choose open
  5. Contact information editing Choose area "B". It will become highlighted. Directly enter the text for your Business Name, Address, etc. Touch/click outside of area "B" to save your changes
  6. Document heading Choose area "E". Edit text and touch/click outside of area "E" to save your changes
  7. Job information Choose area "D". Edit text and touch/click outside of area "D" to save your changes
  8. Other notes For other information such as warranty, general disclaimers and limitations, and return information, use area "D"

Logo and Business ID Notes

  • IMPORTANT You must enter the above edits ONCE on each different device or browser that you want to print from
  • Edit your logo image file (with any image editing or paint application) if you want to adjust the size and left-to-right position of your logo on the List output page; see Homewyse Lists - Adding a Logo for examples of logo sizing and placement
  • Make sure that your browser has local storage turned ON; this will ensure that your logo will be reused in all future printing from that browser
  • A current Pro Level Subscription is required for this feature
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Combine Lists - List Importing

When you want to combine separate Lists (such as for painting and trim carpentry) into a single List, one approach is to add individual Item copies from the different Lists into a main List. This Item-by-Item approach can be tedious and time consuming. The Import List feature automates the process of copying and merging entire Lists into a single step:
For the step-by-step instructions below, we assume that you want to combine a List named "ListA" with another List named "ListB" - both of which already exist in your account:

Homewyse Lists - Combining Lists
  1. Choose List Manager followed by the My Lists tab.
  2. Choose Make a Copy next to "ListA"
  3. Give this new List a name (example "ListC") and choose "Save"
  4. Select My Lists from the Add panel (located to the right of your List display).
  5. Locate a List to add either by browsing through the List categories or using the Search by keyword(s) option
  6. When you've located an Item you want to add ("ListB" for this example), either: (i) select and move (drag) ListB from the Add panel to your List - and unselect (drop) it over your desired List position or (ii) double click "ListB" to add it to the bottom of your List.
  7. OPTIONS: If you "Drag and Drop", "Dropping" ListB on top of any existing Item in your List will give you options to Copy Quantity or Replace Item.
    Copy Quantity will copy all Quantity settings from the Item "dropped onto" to the ListB copy.
    Replace Item will copy all Quantity settings from the List Item to the ListB copy AND delete the List Item once the new Item is added.
  8. At this point, you can review / change values for the ListB copy (Name, description, Quantity) and check Items from ListB to be added. You can also set the Add as one Item switch to add only a single summary Item for ListB (rather than all selected Items from ListB).
  9. When you are satisfied with your choices and options for adding ListB, choose Save.
  10. Optional: you can reorder Items and or remove Items to organize the new List to your satisfaction

Combine List Notes

  • ListA and ListB remain unchanged when you use the above process.
  • This technique can be also used to add Homewyse Templates (by using the Add panel dropdown to specify Templates or Pro Templates as the source) and any of your existing Lists.
  • This can be repeated to combine more than 2 Lists.
  • A current Pro Level Subscription is required for this feature.
  • Any imported Items with "automatically" calculated" Item quantities will be calculated using the ListC List quantity; otherwise these Items will be imported with the most recently saved fixed Item Quantity.
  • Items in the new List are copies - and can be fully edited without affecting the originals. Item level calculations (Item Quantity, Item Hours, Item Labor Cost, Item Material Cost) are explained in detail here.
  • If you choose to add a List as a summary Item, you can double click the summary Item name (once created) to re-edit the settings and options from the added List (but only as long as the add List exist in your List Manager).
  • To set a common, consistent wage for all Items in the new List, change the List wage after all merges are completed.
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Combined Items

Homewyse Lists - Adding Library Items

A Combined Item is a special Item in one List that is a placeholder for another List or Homewyse Template. A Combined Item is indicated by a "stack" icon located just left of the Combined Item name. Combined Items simplify working with large Lists and make it easy to reuse the Lists or Templates commonly combined into other Lists.

View / Edit To see Combined Item details, double click the name of the Combined Item. Choose Cancel to keep the Combined Item, or change the checked Items, Quantity or settings and choose Save. Choosing Save will remove the original Combined Item your List AND add each checked Item to your List as an individual Item. If you want the selected Items to be merged into a single normal Item (rather than individual Items), set the Add as one Item switch ON before choosing Save.

Homewyse Lists - Adding Library Items

Create To create a Combined Item, choose List Templates or My Lists from the Add dropdown and select any option from the resulting listing to add it to your working List. In the dialog, set the Add as one Item switch ON, but DO NOT CHANGE any Item checkbox settings. Choose Save to create a Combined Item.

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Add a www.homewyse.com Calculator to a List

The 1000+ calculators at Homewyse.com combine common options for specific installation tasks (example: Cost to Install a Quartz Countertop). Directly importing these calculators into your List will simplify List building - especially when multiple steps or subprojects are involved (for example: a job may require repair, structural modification, new material installation, and surface finishing - and you will want to include all of these in a single List). To import all the Items from a Homewyse.com calculator into your List:

  1. For any of the calculators at www.homewyse.com/services or www.homewyse.com/maintenance_costs :
  2. Select the calculator of interest from the listing - to open the calculator.
  3. Choose the Edit, Print & Save this in Homewyse Lists button.
  4. When prompted, review the List Name and List Labor Rate for and then choose Save.
  5. Option: you can reorder Items and or remove Items to organize the new List to your satisfaction.
  6. Option: you can combine this List with any other List.

Add calculators Notes

  • The Items added to the List are copies - and can be fully edited without affecting the originals. Item level calculations (Item Quantity, Item Hours, Item Labor Cost, Item Material Cost) are explained in detail here
  • To set a common, consistent wage for all Items in the new List, change the List wage after all merges are completed
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Review and change Settings

From the main navigation area, select Account followed by Settings to access your account information and settings:

  • Acount name (Username)
  • Acount email
  • Level
  • Renewal date (for Pro Level accounts only)
  • Payment method (for Pro Level accounts only)
  • Card in use (for Pro Level accounts only)
  • Auto renewal (for Pro Level accounts only)
  • Auto save

Settings Notes

  • To change Card in use, choose the pencil (edit) and enter your new Card information
  • To change Auto renew or Auto save, slide the corresponding toggle control to the setting you want
  • Choose Save to commit and store your changes
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Getting support

If you are a new to Homewyse Lists and have questions about general capabilities and features of the app, it is very important that you first review the Getting Started materials completely.

For detailed information including Frequently Asked Questions, go to the Homewyse Help Center. This center was created specifically to provide new users with commonly requested information; it will provide you with the fastest and most efficient resolution to common questions.

For questions and topics not addressed in the Getting Started section or in the Lists Reference materials, send your questions to our support team. Pro level customers receive priority support - generally within one business day M-F.

 
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