To edit your estimate, tap into the folder where you’ve saved it. This will open the Estimate Details screen. From there, you’ll tap on the blue “Edit” button at the bottom of the screen. Tap into any line item field and make your desired changes there.
To add, edit, or remove notes from your estimate, tap on the Notes field.
If you do not want this information shared with your client when sending your estimate, you’ll want to uncheck the box next to “Notes” on the share estimate screen.
Tip: The notes section is also a great place to include your payment link if needed!