How estimate images and notes should be used

Modified on Mon, 15 Jun at 9:04 PM

INTENDED SEARCHES: estimate image, estimate photo, line item note, estimate note


Images and notes can support the estimate by showing property conditions, materials, scope details, or special instructions. Use them to clarify the proposal, not to replace structured fields like price, quantity, tax, discount, or deposit.



Support note:

If you cannot find the option, cannot save the record, see different fields, or receive an error, contact support with the page, record name or number, what you clicked, what happened, and a screenshot if possible.


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