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.
- 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).