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How Do I Add A Note To An Estimate?
How Do I Add A Note To An Estimate?

Adding notes to the entire estimate.

Luke Ehresman avatar
Written by Luke Ehresman
Updated over a week ago

Adding personalized notes to your estimates is easy. You can add notes to the entire estimate, or just an estimate option. To add notes to the entire estimate follow these steps.


FROM THE WEB APP


โ€‹Step 1: Open an estimate

Step 2: Locate the "Notes" in the top right-hand corner

Step 3: Click "Change".

Step 4: Add notes and save.


FROM THE MOBILE APP

Step 1: Tap on an estimate to open the edit screen.

Step 2: Tap "Estimate Notes".

Step 3: Save.



โ€‹

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