Did you know? Adding long descriptions

You can add additional descriptions and notes using the long description tab on the formula and material screens in your estimate, and have these descriptions displayed on your reports.

Adding additional notes to a formula:

1. Click the “Long Description” tab indicated on the image above and add the required description. When activated, this description will display on reports listing formulas only like the summary of input report.

Adding additional notes to a material item:

1. From the formula screen, open  then “Material Selection” tab to view the materials for that formula.
2. Double-click the material item that you wish to ad more information to, this will open the material window.
3. Click the “Long Description” tab indicated on the image above and add the required description. When activated, this description will display on reports listing materials only like the Rates list and Detailed activity report.

Activate/Display these long descriptions by opening the report setup screen, selecting the relevant reports from the Report name Tabs at the top of the screen, and selecting the long description option as shown below.

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