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:
- Choose Lists > Customer:Jobs.
- Double-click in the Notes column next to the customer or job you're interested in.
- (Optional) Click Date Stamp to add the current date to the note.
- In the notepad, enter the text of the note:
- Type the text in the notepad area of the window. Text wraps automatically to the next line.
- To start a new paragraph, press Enter twice.
- (Optional) Add a reminder note to your To Do list:
- Click New To Do.
- Enter the text of the reminder note.
- In the “Remind me on” field, enter the date you want the note to appear on your Reminders list.
- (Optional) Click Print to print your notes.
To view your notes:
- From the Customer:Job list, double-click the
icon next to the customer or job name.
- When you write an estimate for that customer or job, choose Edit > Notepad.
- When you edit the information about the customer or job, click Notes in the Edit Customer or Edit Job window.