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. 

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