Adding recommendations your estimate option(s) to help educate your client is easy. .

FROM THE WEB APP


Step 1: Click on an estimate to edit.

Step 2: Look for "Add Recommendation" and click the "Change" button.

Step 3: Clone a recommendation from the list.

Step 4: Save


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit

Step 2: Tap on the "Add Recommendation" button.

Step 3: Choose a recommendation from the list.

Step 4: Save


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