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Estimator Information Tab Overview

Understand the fields available in the Information tab of the Estimator and how they affect customer records, documents, and integrations.

Article Introduction

 Expand the Job Details section to view and configure fields such as Change Status, Job Type, and Lead Sources. 

Information Tab 1

Fill in all available fields in the Customer Details section. You can Enter a second phone number in the secondary phone field if needed. 

Information tab for KB 2

NOTE: The estimator supports only one client name. If multiple clients are required, their information can be included in the proposal and agreement document sections.

 Enter the job address in the Job Address section; a map overview will display automatically and is especially useful for measurement tools. 

Toggle address

Important Notes

  • Many fields in the Information tab are used to auto-populate documents and agreements.

  • Some fields may update automatically when connected integrations sync data.

  • If certain fields are not visible, they may be controlled by your organization's configuration or integrations.

  • If you cannot modify a field, contact your administrator for assistance.