You may add project details to an estimate by clicking on Add in the Project Details column.
Image 1: Locating the 'add' link to add project details.
You will see a new page with 4 different sections:
- Job Details
- Contact Details
- Quote Details
- Report Details
Click on the section titles to expand the section and fill in the details as required.
Image 2: Expanding sections within the 'Project Details' page
After you have clicked through the different sections fill in the corresponding information, click on Report Details to choose which information you wish to include in your final estimate report. Click on the ‘+’ icon to include and the ‘-’ icon to exclude any information. This is optional and anything that you have not selected will not appear in your report.
Image 3: Selecting information to be included in your report.
Note that empty fields will not be included in the final report.