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
โStep 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.
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