From within the customer profile you can either click on the “Add service button” and get the menu to allow you to select custom items like this:

save

Or you can click on the “Edit in Call Screen” button and then choose the “custom items” check box under the “select services” accordion.

editincallscreen

From here you will be able to add the services you wish to add (including custom items covered in another post) and move forward with the bid.

Screen-Shot-2015-02-25-at-6.00.23-PM

Ninja trick: You can also remove items from a bid this way!