In regards to adding detail to a document without costings, you can do this via the notes.
To do this....
- Select "Projects" from the grey bar on the left
- Select the required project
- Select the add new item button - Note
- Type out the detail you needed to have displayed and save
- Select the green "+ Create" button on the right
- Select each item from the list that you would like i.e the note you have created (surrounding box will turn green and a white check will appear in the top right of each one)
- Select the green "+ Create Job Sheet/Quote/Invoice" button on the top right
- Select the green "Confirm" button on the top right"
- You will now have raised the document with the text and you can send or print it from here.