Understanding Title Settings in the Estimator

Article Introduction

Title settings define how different sections are labeled in the estimator. This article explains each available title field, where to configure them, and how they appear when working within the estimator.

What It Is

The Titles section allows you to customize how different parts of the estimator are labeled.

These titles control how information is presented when working through estimates, agreements, and related sections.

Available Title Fields

Field	Description
Agreement Title	The full name used for agreements
Agreement Title Short	An abbreviated version of the agreement name
Proposal Title	Defines how proposals are labeled
Proposal Title Short	A shortened version of the proposal name
Inspection Title	Defines how inspections are labeled
Inspection Title Short	A shortened version of the inspection name
Sale Rep. Title	Defines how the sales representative role is labeled
Estimate Title	Defines how estimates are labeled
Opening Name	Defines the label used for the opening section
Price Presentation Title	Defines how pricing presentations are labeled

Where It Is Configured

To update title settings:

Go to Admin Dashboard
Select Global Settings
Locate the Titles section
Update the desired fields
Click Save Changes

Understanding Title Settings in the Estimator

Learn how title settings are used in the estimator and where to configure them in Global Settings.

Article Introduction

What It Is

Available Title Fields

Where It Is Configured

How It Looks in the Estimator