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)
For new users:
Click the gear icon in the top right corner of your HCP account to go to Settings.
Select Estimates from the Settings menu on the left.
Click the Customer view tab on the Estimate settings page.
If you're on the previous version of 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.
In your Customer view settings:
Click the dropdown arrow next to any of the following sections:
Estimate, business, customer
Services
Materials
Print and PDF settings
Then, check or uncheck the boxes to choose what information is visible to your customers by default on all future estimates.
Estimate, business, customer:
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Services:
Materials:
Note: Unchecking Line items automatically removes other line item details. |  |
Print and PDF settings:
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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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via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.