Understanding Title Settings in the Estimator

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

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

Step 1: 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

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