Services - Update Default Estimate Description

There are two levels where you can edit the Estimate Description of a Service or Product: the default description (at the Service or Product level) and the description on an individual estimate.

If you do not initially customize the Estimate Description when you create a Service, it will default to the same text as the Invoice Description.

To update the default Estimate Description of a Service, use the following steps:

  1. Go to Settings > Services
  2. Select the Service you want to modify.
  3. Go to the "Estimates" tab.
  4. Modify the Description on Estimate field.

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  5. Click Save.

The process for updating products is the same as above, just start from a Product overlay instead.

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