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.
You can edit details on the mobile application. When you edit this information it will automatically change this information for all users (including web users)
Watch a quick video showing you how to setup estimate note
Or read how to setup estimate note
- Click the menu icon (3 horizontal lines) in the top left corner
- This will open the menu. Scroll down to System settings
- Click System settings. This will open the system settings page. Click Setup estimate notes
- Click the pencil icon in the top right corner. Type in your estimate note and click the tick in the top right corner to save