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How do I Add Row Note in Estimates App?
Updated on January 30, 2018 03:36AM by Admin
Row note is a text area field where you are allowed to add the description of the item/product and services on the projects. If you select an item with the description it will be pre-populated automatically in the note field.
Lets practice how to add a row note. Here we go!
Steps to Add Row Note
- Go to Estimates App from universal navigation menu bar.
- Create an estimate for services or items or both.
- On the estimate creation page, scroll down to the estimate lines.
- Click on “+” icon to add the line item on the estimate at the end of the line, you would view two icons “Delete” and “Add row note” respectively.
- Click on “Add row note” to add the description.
Service Lines - The services entries and their description are added as a note as shown in the image below:
Estimate Lines - The item’s description is pre populated in the note area as shown in the image below:
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