Edit estimate-level notes

Estimate-level notes show up on the cover area of the PDF, between the line items and the photos. Use them for anything that applies to the whole job, not a specific line.

Where to find it

In the right pane, scroll to the Estimate Notes block (sits just above Documentation Photos).

How to edit

Two paths:

• Right pane — click into the Estimate Notes block and type. Saves on blur.
• Chat — "Add to estimate notes: '50% deposit required at start of work; balance due on completion.'" Wave appends or overwrites depending on how you phrase it.

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 is 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 that's always true for your company — that's the Customer Policies field on Company Info. Set it once and every estimate's PDF inherits it. "Net 30," "3% credit card surcharge," "50% deposit required" — these are Customer Policies, not Estimate Notes.
• Anything specific to one line item — that's a line-item note. See Add a note to a line item.

The three-layer model:

Related

• Add a note to a line item — for line-specific context
• Company info — for context that's always true
• Export to PDF — where the notes appear