Notes



Notes will allow you to create an Estimate Note that will display in the estimate header section, above the estimate detail.


1.   From the "Production" menu, select "Estimates" then "New Estimate" to display the Estimate screen.

2.  Click the Notes hyperlink to open the Estimate Note screen.

3.  Enter your estimate notes and make any format changes (font style, font size, etc.  ) You can preview your estimate note by selecting the design tab. lick when you are finished.  You can preview your estimate note by selecting the design tab.


When you display or print your estimate, your notes will display in the estimate as shown below where it displays "This is an estimate note"