Adding personalized notes to your estimates options is easy.
NOTE: You can add notes to the entire estimate, or just an estimate option.
FROM THE WEB APP
Step 1: Click on an estimate to edit.
Step 2: Select the option you want from the left-hand tab.
Step 3: Add notes in the "Notes For Option #1, 2, 3, etc... " box.
Step 4: Save.
FROM THE MOBILE APP
Step 1: Tap on an estimate to edit
Step 2: Tap the "Option Notes" button.
Step 3: Add/Edit notes and save.
