Keep your team informed with notes. Perfect for jotting down gate and alarm codes, special parking instruction and potential upsell opportunities. Notes are private and only viewable by staff members.
Step By Step Guide
1) First, search and locate the estimate, you can access the estimate section by clicking the "work " button located in the top main navigation and selecting "estimate" from the drop-down menu.
2) Next, search and locate the estimate and click on the 3 dots to the far right of the page and choose Edit from the menu.
3) Now click on the notes tab located in the upper left corner of the estimate page.
4) Next, add a message and upload file and attachment if necessary and click save note. You can edit the note by clicking the pencil icon, and the circle icon will delete the note.
