Add an estimate note

You can add an estimate note to an estimate. This note can be a general note about the property, or it can be extra terms and conditions for this particular estimate. You can also set whether this note is important, and whether it can be viewed on the mobile application.

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

Or read how to add an estimate note

  1. Click in the search bar and search for the customer/work address you want to add an estimate note for and press Enter on your keyboard 

  2. You will then see a list of customers/work addresses that are related to your search

  3. Click on the name of the customer/work address to open their account

  4. Click View next to the estimate you would like to add a note to

  5. Click Notes at the top of the page

  6. Then click Add new note in the top right of the notes section

  7. You can now enter the note. Tick the relevant boxes if the note is important and if you want it to be available on the mobile application. If you mark the note as important it will show up red to attract attention of the user viewing this estimate. Click Save


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