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


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.



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