One-line kit collapse on documents

Lets the quote editor keep kit components while the customer document can show a single kit line.

Use a collapsed kit line when the customer should see a clear work-package price while the estimator retains the component detail.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Documented roles: Owner, Office. A role name alone does not override the permissions set by your business.

Where to find it: Settings > Business Settings > Documents > Kit display.

Build and review the assembly first, then choose the theme's assembly-breakdown setting for the customer document.

Using this guide in United States

  • Set your business country in Business settings before entering customer addresses or preparing documents. The country selected on the public website does not change an existing business.
  • Check the business currency (USD), time zone and document tax settings. Only enable tax collection if your business is registered and the settings match your requirements. Your customer invoice tax settings are separate from tax on your AllQuote subscription.
  • Screenshots use demonstration records. Their sample currency, addresses and tax amounts do not override your business settings.
  • Check the drawing units, calibrate against a known dimension and confirm the ledger unit before applying a material rate. An address or website country does not convert a drawing, assembly quantity or supplier rate. For volume, use consistent area and depth units before checking the cubic quantity.
The document theme controls whether an assembly appears as a single customer-facing line or a breakdown. The underlying assembly remains available for costing and review.
Demo screenshot. The document theme controls whether an assembly appears as a single customer-facing line or a breakdown. The underlying assembly remains available for costing and review. Select the image to view it at full size.

Step by step

  1. Open Assemblies & Kits at /kits.
  2. Use New assembly, enter Name and Description, then press Create & add components.
  3. On Edit assembly, use Components, + Add line, and Save assembly to build the reusable kit from pricebook/catalogue components.
  4. Open a quote and use the line item search Add an assembly / kit... so the tradie's editor keeps the component build-up.
  5. Open Business settings > Documents and turn Show assembly breakdown (off = each kit as one line) off when the customer should see one collapsed kit line; leave it on when the customer should see components.

Worked example

Insert a labour-and-material installation kit into a quote. Keep its component rows available in the editor and preview the customer PDF with breakdown disabled.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Confirm the summary description explains the scope and that the displayed total agrees with the underlying components.

Limits and troubleshooting

A single printed line changes presentation, not the need to verify the build-up. Use a component breakdown where the customer requires detailed quantities or scope review.

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