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

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

Written by Nathan Ehresman

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


FROM THE WEB APP


​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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