---
title: "Add a note to a line item"
description: "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.'"
group: "estimates"
lane: "how-to"
status: "published"
publishedAt: 2026-05-15
sidebarOrder: 90
tags: ["line-items", "notes", "how-to"]
relatedSlugs:
  - "estimates/estimate-notes"
  - "estimates/edit-line-item-manually"
  - "estimates/export-pdf"
sidebarLabel: "Add a note"
---

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](/docs/estimates/estimate-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.

## Related

- [Edit estimate-level notes](/docs/estimates/estimate-notes) — for whole-estimate context
- [Edit a line item manually](/docs/estimates/edit-line-item-manually) — change the line itself
- [Export to PDF](/docs/estimates/export-pdf) — where notes show up