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Introduction to default estimate settings

Default estimate settings give you the freedom to include all of the relevant information in your estimates, while at the same time giving you full control over what details are visible to your customers. Use the settings to decide which parts of an estimate should be visible to your customers and which should not.

The default estimate settings allow you to set the default visibility rules. These settings will be applied automatically for every future estimate created in the system. However, in case you have one particular estimate that is an exception to the default rules, you can always override the default settings for that estimate before sending it to your customer on the web and mobile apps (see Adjust Estimate Settings on Web or Mobile for more details).

How to configure default estimate settings (on web only)

To configure your default invoice settings navigate to your Account Settings and select the newly added Estimate Settings:

From this page you'll be able to adjust the visibility following information:

Details section

  • including the estimate date, and the message on an estimate

  • and the view format (email or envelope optimized)

Business and customer section

This section will allow you to adjust the default visibility of the main information about your business and your customer details, including your business name or logo, the technician name, your customer display name, and company name.

Services and materials section

With the estimate settings, you are able to have all of the important service and material line items details included in your estimate without the need to make them visible to your customers. For both service and material line items, you can toggle on or off the visibility of:

  • line item name

  • description

  • quantity

  • unit price

  • line items amount

  • line items subtotal

For example, you will have full freedom to include and track the material line items through your estimates, but never share any of the material line item details with your customers. Similarly, you can, for instance, toggle off the visibility of the line items subtotals and only present the total cost to the customer.

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