Jobs & Timeline
Project notes
Put payment terms, scheduling and insurance handling right on the estimate. Project notes print on the PDF, so your customer or adjuster reads your terms next to the numbers.
Project notes are the place for context that applies to the whole estimate: payment terms, scheduling, insurance handling or a customer request. They print on the estimate PDF, so the adjuster or customer reading it sees your terms alongside the scope and pricing.
Where to find them
Open the job and go to the Overview tab. Scroll to Estimate details. Project notes sits there next to the Loss description.
Project notes belong to the job's most recent estimate. The field appears once the job has an estimate, and it becomes editable again whenever you unlock a locked estimate.
Add or edit Project notes
You can add Project notes two ways:
- On the Overview: click into Project notes and type. Enter starts a new line. Your text saves when you click away or press ⌘Enter (Ctrl+Enter on Windows), and Esc cancels.
- Tell Wave: in the job's chat or the Home box, say something like "Add to the project notes: 50% deposit required at start of work, balance due on completion." Wave adds it to the estimate's Project notes and confirms.
If it isn't clear where a note belongs, Wave asks whether to add it to the estimate or save it as a Job note. Say "project notes" as in the example to make sure it lands there.
What belongs in Project notes
A typical example:
"50% deposit required at start of work."
One-line, this-estimate-only context is what Project notes are for. More patterns:
- Payment terms: "50% deposit required at start of work. Net 30 invoice terms."
- Scheduling: "Work begins once the signed authorization is received."
- Insurance handling: "Additional scope found during the work will be documented and submitted separately."
- One-time customer context: "Customer requested all work be scheduled between 9 and 5 on weekdays."
Choose the right kind of note
Wave has three kinds of notes, each with its own job:
| Notes | Where | Prints? | Use for |
|---|---|---|---|
| Project notes | Overview > Estimate details | Yes, on the estimate PDF | Context for the whole estimate |
| Line-item notes | On the line | Yes, under the line | One line's clarification |
| Job notes | Notes tab | No | Your team's own log, which is part of the job's context for Wave |
- Internal team information belongs on the job's Notes tab: gate codes, reminders, who talked to whom. See Job notes.
- Line-specific context belongs in a Line-item note. Select the row, then right-click it or open its menu and choose Add note (or Edit note). Line-item notes print under their line on the PDF. See Add a note to a line item and Keyboard shortcuts.
Because Project notes are written for the person who reads the PDF, phrase them for your customer or adjuster. See Export reports.