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.
How to Configure Default Estimate Settings (HCP Web Only)
To configure your default invoice settings:
Navigate to your Account Settings by clicking the gear icon in the top right corner of your HCP account.
Select Estimates > Customer view from the Settings menu on the left.
From here, you can set your default settings for all future estimates.
Details section:
Estimate date
Service date
Message on estimate
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:
Business name
Technician name
Customer display name
Company display name
Note: Your company address cannot be removed from Estimates at this time.
Services and materials section: These settings allow you to have all of the important service and material line item 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 items:
Names
Descriptions
Images
Quantities
Unit prices
Line items amount
Services Subtotal
Materials 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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contact our Phone Support team at (858) 842-5746.