Adding Editing, or Deleting Estimate Notes

To add an estimate note in a workfile

  1. Open the workfile.
  2. Select the Estimate tab, and then select the Edit tab.
  3. Select Estimate Properties from the ribbon bar.
  4. Select the Notes tab, and then enter the note information.
  5. Click OK.
  6. Click Save or Save and Close.

To edit or delete estimate notes

  1. Open the workfile.
  2. Select the Estimate tab, and then select the Edit tab.
  3. Select Estimate Properties from the ribbon bar.
  4. Select the Notes tab, and then edit or delete the note information.
  5. Click OK.
  6. Click Save or Save and Close.

Overview

Estimate Properties Notes Tab

Screen Description

Estimate Properties - Notes Tab Screen

Estimate Properties - Predefined Notes Screen

 

 

 

 

 

 

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CCC, CCC ONE, and the CCC Logo are registered trademarks of CCC Intelligent Solutions Inc. 9/16/2024 - 4:35 PM