Estimates
Edit estimate-level notes
Estimate notes live on the Info tab and apply to the whole job: deposit terms, scheduling caveats, carrier context. They print on the PDF.
Estimate-level notes are for context that applies to the whole job, not a specific line. They print on the exported PDF alongside the customer and loss details.
Where to find them
Open the Info tab in the estimate workspace. Estimate notes live there with the rest of the estimate's details.
How to edit
Two paths:
- Info tab: click into the notes area and type.
- Chat: "Add to estimate notes: '50% deposit required at start of work; balance due on completion.'"
What belongs in estimate notes
The canonical example, and the one most teams reach for first:
"50% deposit required at start of work."
That kind of one-line, this-job-only context is exactly what estimate notes are for. Other patterns:
- Payment terms: "50% deposit required at start of work. Net 30 invoice terms."
- Scheduling caveats: "Mitigation begins within 24 hours of approval. Drying typically 3 business days."
- Insurance handling: "Pricing matches carrier-approved rates; supplements will be submitted separately if needed."
- One-time customer context: "Customer requested all work scheduled around 9-5 weekdays."
What doesn't belong here
Anything specific to one line item. That's a line-item note: select the row and press A, or use the right-click or kebab menu. Line-item notes print under their line on the PDF. See Add a note to a line item.
| Layer | Where | Use for |
|---|---|---|
| Estimate notes | Info tab | One-time, this-estimate-only context |
| Line-item notes | On the line item | One specific line's clarification |
On the PDF
Estimate notes appear on the exported document, so write them for the customer or adjuster who will read them. See Export reports.
Related
- Add a note to a line item: for line-specific context
- Export reports: where the notes appear