Keeping notes about an estimate

Each customer or job you set up has its own notepad where you can keep miscellaneous notes.

To enter a note:

  1. Choose Lists > Customer:Jobs.
  2. Double-click in the Notes column next to the customer or job you're interested in.
  3. (Optional) Click Date Stamp to add the current date to the note.
  4. In the notepad, enter the text of the note:
  5. (Optional) Add a reminder note to your To Do list:
  6. (Optional) Click Print to print your notes.

To view your notes: