Client Info: How do I include my customer’s property address in the estimate?

The best to include this information is to ensure you’ve added your client’s info into the app. You can do this by using these steps:

  1. Tap Clients on the bottom tray on the home screen
  2. Tap the blue + New Client button on the lower right
  3. Enter Client details, including address
  4. Tap Save once completed

Once saved in the app, you’ll be able to select the Client and their corresponding information from the Client Drop-Down menu