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DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Insert Field where the cursor is:
I don't understand, explain simpler
This is the page your customer sees, and the PDF. Each row is one part of it, top to bottom. Drag a row (or use the arrows) to move it, and use the switch to show or hide it. Press the arrow on a row with words to change them. To put in the customer's name or the total, click where you want it, then click a field button above; it fills in for each estimate. The right side shows a real estimate exactly as the customer will see it; click any part of it to jump to its row, and try 390 or 375 to see a phone. Undo takes back a step. Nothing changes for customers until you press Save. "Used for" says which estimates get it.