Document File Path - this section displays the complete file path for estimates and contract documents already created for the current estimate (see Managing Estimating - Print for more info). Double click on the file name to open/edit the document.
Edit Descriptions and Prices - this section is where you setup your default material description and rates and text defaults for the text that is written on the estimate and contract documents.
- Paint Coverings, Doors, Windows, Ceiling, Baseboards, Trim, Soffits, Fascia, Floors/Decks - see Setting Item Rates for more information on setting the rates for these items.
- Area Descriptions - Edit defaults for the Area/Room Description drop down boxes on the 'Area/Room Details' tab.
- Site Descriptions - Edit defaults for the Site Description drop down box on the'Work Site' tab.
- Warranty Comments - Edit defaults for the Warranty Comments drop down box on the 'Payments & Dates' tab.
- Include Comments - Edit defaults for the Estimate Includes check boxes on the 'Details & Totals' tab.
- Estimate Text - Edit defaults for text that is written to the estimate and contract documents such as the acceptance and disclaimer comments.