client notes estimates faq How do I customize the Client Notes on my Estimates?

You can add Terms + Conditions or Work/Service Area descriptions to your estimate by following the steps below.

  • Within the estimate you want to add the term and condition to, click the Client Notes tab.

Headers or Footers

  • Open the text box called Estimate Header/Footer Terms & Conditions.
  • Click the Add Terms and Conditions button in the upper right to open the Terms + Conditions panel.
  • Click the green + button beside the term and condition name that you wish to add.
  • The term and condition will be automatically inserted after any pre-existing text in this section.

Customer Descriptions

  • You can also follow the steps above to add Descriptions to certain Work/Service Areas within your estimate.  Make sure you click on the appropriate area to add descriptions (as shown below with Patio Excavation).

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