WorkQuote automatically records activity related to an estimate in its Notes tab. The estimate’s notes show activity directly connected to that estimate.
- Open the estimate view screen.
- Select the Notes tab.
- Select the Activity tab.
- Select an activity entry to open the related item.
Activity logs are automatically categorized and time and date stamped.
Did this help?
Your feedback helps me make these answers better.
Your WorkQuote account, your help
Read freely. Sign in to vote, share an idea, or message me privately.
Sign in with WorkQuote