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Estimating - Better/easier access to customer notes and crew notes.

Client and crew notes for proposals and job planners used to hard to find and even harder to edit on some tablets and devices.  Not anymore. We gave the client notes and crew notes section a complete overhaul to make it easier and faster to add client/crew notes.

  1. Open the estimate you wish to edit
  2. Click the Client Notes tab to edit the notes that appear on client proposals.  Click the Crew Notes tab to edit the notes that appear on job planners
  3. Click the header of the work area you wish t edit.  That section will expand allowing you to type notes for each section.
  4. To add pre-saved Terms and Conditions to a Work Area, just click the +Add Terms and Conditions button in the upper right of each Work Area header

 

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