Project Information

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Project Info is the window where the project information is displayed and can be modified. The Estimate Details would include the File #—which was entered at the time of the project creation—the Type of Estimate, the Home Quality filter, the Project Default, the Header, and the Opening and Closing Statements. Though the File # was created at the time of creation, you have the availability to change that in this screen if you wish. The Project Default is a dropdown list of default sets that can be set up to allow the user to enter several fields at once. To learn more about creating Project Defaults see Project Defaults.

The Project Info screen also includes the Property Address, Contact Information and the Estimate Progress for that property, as well as the Project Notes area, where you can enter any notes that pertain to the entire project.

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