Sending/Sharing Estimate: How do I edit the disclaimer when sending the estimate to a client?

You can edit the disclaimer on your estimates by following these steps:

1. Tap into the folder where the estimate is saved.

2. Either tap the three dots in the upper right corner, or open the estimate and then tap the three dots in the upper right of the details screen.

3. Select “Send Estimate.”

4. Scroll to the bottom of the send screen — you’ll see a box labeled “Disclaimer.”

5. Tap the three dots in the upper right corner of that box, then select “Edit.”

6. Once you’ve made your changes, tap the “X” to close out of the disclaimer editor.