Locate My Estimate Settings under the Profile Menu.
On My Estimate Settings page, you can set a default parameter for your account. These settings will be applied to all new estimates. It saves you time from manually changing the numbers all the time.
In My Estimate Settings page, you will be able to set up your:
- Estimate values
- Overhead, Profit and Sales Tax
- Payment Schedule
- Terms and conditions
- Layout and content and more
Estimate Layout and Content
- In this section, these options let you control what you want to display before you handoff the estimate to your client. Setting up your options here will be your default selection. You can make changes to your default selection when you reach the Summary page for each estimate.
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