How do I add a private note to an estimate?

You can add private notes from an estimate’s Notes tab. These notes are visible only to you.

1. Open the estimate view screen.
2. Select the Notes tab.
3. Select the Private Notes tab.
4. Add your note.

Notes are categorized by where they’re created and date stamped. To edit or delete a note later, select it and choose the appropriate action. The estimate’s notes show notes related directly to that estimate.