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Having the ability to make notes on individual estimates


1 comment

  • Official comment

    Hi Megan, thank you for the feature request! I agree that a notes feature directly on the estimate/invoice would help a lot and we'll take your request under consideration for future development.

    For the time being, we have a private notes feature that you may find useful. You can add private notes when editing your client's information, either on the estimate/invoice or directly through the Clients section of the app. Simply scroll down to the bottom of the Edit Client page and you'll see an option to add private notes.

    Hope this helps and please feel free to share any other feature requests with us here: How do I request a new feature? – The Joist Help Center

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