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Estimates

Add a note to a line item

Notes attach to individual line items and appear inline on the estimate and PDF. Use them for clarifications like '2 fans × 2 days' or 'tear-out only, no replacement.'

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Some line items need a sentence of context that the description doesn't capture. Notes are how you attach that context to a specific line.

How to add

  1. Find the line item in the right pane.
  2. Open the kebab (⋮) on the right of the row.
  3. Choose Add Notes.
  4. Type the note. Save.

The note appears inline, indented under the line item's description, both in the right pane and on the exported PDF.

When to use a line-item note

  • Clarify the math — "2 fans × 2 days" on an air-mover line
  • Specify scope — "Tear-out only, no replacement" on a flooring demo line
  • Reference an authorization — "Approved by adjuster on 5/12" on a discretionary line
  • Explain a number — "Negotiated rate per master agreement" on a custom-priced line

Line-item note vs. estimate-level note

  • Line-item note — appears under one specific line. Use it when the context is about that line only.
  • Estimate-level note — appears in the Estimate Notes block above the photos. Use it for things that apply to the whole estimate (deposit terms, invoice terms, scheduling). See Edit estimate-level notes.

Editing or removing a note

Open the kebab on the line item again — there's a path to edit or remove the existing note. The line item itself isn't affected.

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