How to add a note about a specific floor plan that will appear on every work order for the floor plan

1. Accessing the Estimations Tab

   • Click on the estimations tab underneath the contact.

2. Selecting the Floor Plan/Layout

   • Choose the specific floor plan or layout where you want to add notes.

3. Adding Notes

   • In the left-hand corner, click on layout info.

   • Then, click on the notes section.

   • Add the relevant notes that you want to include.

4. Saving the Notes

   • Save the notes after adding them.

   • These notes will now appear on every work order related to this floor plan.

5. Utilizing the Notes

   • Whenever you create a quotation or a sales order for this estimation, the notes will automatically show up on the work order.