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How Do I Add A Note To An Estimate Option?
How Do I Add A Note To An Estimate Option?

Adding notes to individual estimate options.

George Buss avatar
Written by George Buss
Updated over a week ago

Adding personalized notes to your estimates options is easy.
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​NOTE: You can add notes to the entire estimate, or just an estimate option.


FROM THE WEB APP


​Step 1: Click on an estimate to edit.

Step 2: Select the option you want from the left-hand tab.

Step 3: Add notes in the "Notes For Option #1, 2, 3, etc... " box.

Step 4: Save.


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit

Step 2: Tap the "Option Notes" button.

Step 3: Add/Edit notes and save.

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