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

Adding a recommendation to an estimate to help direct the client to a better choice.

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

Adding recommendations your estimate option(s) is easy!


FROM THE WEB APP


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

Step 2: Look for "Add Recommendation" and click the "Change" button.

Step 3: Clone a recommendation from the list.

Step 4: Save


โ€‹


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit

Step 2: Tap on the "Add Recommendation" button.

Step 3: Choose a recommendation from the list.

Step 4: Save


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