Setup estimate note

You can set a note to appear on the bottom of all of your estimates. This is useful because you will not need to explain the terms of the estimate to the customer each time an estimate is created as it will be at the bottom of the page.

Watch a quick video showing you how to setup an estimate note

Or read how to setup an estimate note

  1. Click on the settings icon in the top right corner and click System settings



  2. In the list of estimates click Setup estimate note



  3. You will see a page with a box. Click in the box and type the message you would like to appear at the bottom of all estimates sent to customers, then click Save


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