Add Notes to an Estimate

OBJECTIVE

To add Notes to Categories, Subcategories, or Items in an Estimate.

BACKGROUND

The notes column is located on the left side of an Estimate and can be used for internal documentation or for sharing information through ClientLink/TeamLink portals.

STEPS TO ADD NOTES TO AN ESTIMATE

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials Tab
    1. This will automatically open to the Estimating category
  3. Locate the Notes column in the Estimate
    1. If the Notes column is hidden, you can choose to show the column
  4. Click into the cell in the Notes column for the Category, Subcategory, or Line Item
    1. This will open the Notes tab in the Details window
  5. Choose General Notes, ClientLink Notes or TeamLink Notes
    1. General Notes will only be visible to Company Users with appropriate permissions
  6. Enter your Notes in the textbox
  7. Click Save
    1. A notepad icon will appear in the Notes column

    HAVE MORE QUESTIONS?

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