Estimate Settings
Go to Settings › Estimate Settings. Every change saves as soon as you make it.
What Your Client Sees
Section titled “What Your Client Sees”Under Estimate Client Preview, check the details you want at the top of the estimate page your Client opens:
- Business Logo
- Business Name
- Business Address
- Business Phone Number
They’re all on to start. Uncheck any you’d rather leave off.
These details come from Settings › Business Information. If something’s missing or wrong on the estimate, fix it there. See Naming Your Workspace and Adding Your Business Details.
Auto Convert Accepted Estimates
Section titled “Auto Convert Accepted Estimates”Auto convert accepted estimates into Projects with Tasks is on to start. When your Client accepts an estimate, hrglass builds the Project for you.
Turn it off if you’d rather do that yourself. See Turning an Accepted Estimate Into a Project.