You can now add customer specific notes and images per service.
Add a note and as many images as you’d like, now visible on the Customers proposal above the service price.
To add a Service Note and/or Image to proposal do the following:
- Open the profile of the bid you wish to add a Service Note or Image to
- Click on the Bid that you would like to add the Service Note or Image to
- Once on the Bid Page, scroll down to the service you want to add the Service Note or Image to
- Click the Pencil Icon, to edit that service
- Look for the Service Note and Image fields on the right side of the screen
- Add your Service Note and/or Image as needed
- Click the Green SAVE CHANGES button at the bottom of the screen