Question 1

Notes & Disclaimer: How do I edit Notes and Disclaimer fields?

Crystal · Accepted Answer

Editing the notes and disclaimer fields is quick and can be completed with a few taps using the steps below.

Tap the Projects tab on the lower right corner
Tap into the folder where the estimate is saved
Tap the three dots on the upper right corner
Tap Send Estimate
On the Send Estimate screen, scroll down to the bottom and you can make changes in the Notes Field or the Disclaimer Field (or both!) by tapping the three dots on the right corner and tapping Edit.

Take a look at the tutorial below to walk through the steps!

https://youtu.be/_SXIjRLUIw0

Question 2

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

Crystal · Accepted Answer

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.

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