How to get to the Main Estimate Settings
You can get to the Estimate settings by going to Manage > Estimate Settings > Main Estimate Settings
Estimate Setting Tabs
Red: Hourly Service Quoted Defaults
Blue: Guaranteed Quote Service Defaults
Green: Not to Exceed Service Quoted Defaults
These tabs will let you change the default settings for each of these different types of estimates.
Default Texts/Notes
At the bottom of the page you will see an area where you can edit
Red: Estimate's price text which is what will appear next to where the customer will sign in the customer portal
Blue: Default Estimate Notes is to have notes that will show up on every estimate that you can change once in the estimate these will just default to be on there.
Green: Hourly/Not to Exceed/Guaranteed Notes are notes that will appear on the bottom of the customers copy of the estimate.
How it will appear for the customer
Red: Is the price text notes
Blue: Is for the estimate notes
Green: is for the Hourly/Not to Exceed/Guaranteed Notes