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Area View Description/Substrate View Description
If you would like your rates to have default descriptions, add them to your settings!
1. Click the person icon and go to your Account Settings. Navigate to the Production Rates section and select one of your rates.
Scroll down to your descriptions and fill them out accordingly.
Area View: This information will be displayed within the area when your estimate is in the area view. Given that this description appears beneath the specific area or room you can get detailed and specify what surface you are talking about.
Substrate View: This will show under the surface when your estimate is in substrate view.
Crew Note: This note is associated with the surface and will only show on the work order for your team to see.
Area View Description - How it Displays on the Estimate
Substrate View Description - How it Displays on the Estimate
Crew Notes - How it Displays on the Work Order
