Adding personalized notes to your estimates options is easy. 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.

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