Add a Label to an Estimate

Schedule a call

Schedule a call

Add a label to an estimate

Our system allows users to add a label to an estimate to give a brief description of any contact or progress regarding the estimate. To do this:
  1. Go to the Quotes, select the quote you wish to add label to
  2. Click “Add +”

3. Select an existing label or click ‘Create New Label’.
4. Click “Apply”.

Alternatively,
  1. Go to Quotes.
  2. Select the type of quote you wish to view or select All quotes
  3. Click on the “Actions” button, then Select “Label Quote”

4. Select an existing label or click ‘Create New Label’.
5. Click “Apply”

Scroll to top