Reckon One selecting estimate template

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  • Updated 3 years ago
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When I select "Professional Estimate" for a second or so the screen changes to a different set of headers in the content section, but immediately reverts to the one shown here.  I'm a Builder, I don't want or need Items when I'm quoting for, say, a bathroom renovation.  I need to give a potential customer a description of the works and price.imgimgImage
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Dan Whitmore

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Posted 3 years ago

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John G, Information Support Analyst

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Hello Dan,

Welcome to the Reckon Community.

You can modify what shows in the table of the Estimate.  Select your Estimate Template and then click on Manage.  In the Content section turn off the columns you do not want on the finished Estimate - you'll still see all these columns on Add Estimate.

Hope this helps