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How Do I Choose A Default Estimate Option To Display First?
How Do I Choose A Default Estimate Option To Display First?

Setting which estimate option to display to your client by default.

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

Highlighting your recommended option when your client views their estimate is easy!


FROM THE WEB APP


โ€‹Step 1: Click on an estimate to edit.

Step 2: Click on the option you want to highlight

Step 3: Click the "Show this option to your client first" box

Step 4: Save


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit.

Step 2: Scroll (left or right) to the option you want to be the default option.

Step 3: Scroll down and select "Show this option to your client first"

Step 4: Save & Done!


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