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