How Do Items Work in Albi? (Groups, Subcategories, and Item Management)

Items

The Items tab contains all the individual components that make up the project. This is where you can organize groups, add items, and build out materials, labor, equipment, and time entries.

Groups

Groups are used to organize estimate and item line entries in a clear, structured way. They help break down work by area, phase, or category so estimates and project items are easier to review and manage.

You can use groups such as:

Main groups
Subgroups (for example: Kitchen, Chicago Apartment, Bathroom, Basement)
Room-based groupings
Phase-based groupings (Demo, Drying, Reconstruction, etc.)

How Groups Are Created

Groups are automatically imported from any estimates that are created or pulled into Albi (including Xactimate estimates and uploaded estimate files).
Groups can also be manually created directly within Albi if additional organization is needed.

This flexibility allows your team to maintain the original structure of imported estimates while still adding or adjusting groups as the project evolves.

Groups help keep items organized and easy to navigate.

Note: Groups are automatically imported from any estimates that are created or imported into Albi. This includes estimates pulled in from Xactimate, uploaded PDFs or CSV files, and manually created estimates. Imported groups help preserve the original estimate structure and make it easier to review, organize, and invoice line items accurately.