Estimates

BoJuel
New Contributor

Is there a way to hide the equipment from an estimate? I've been building out proposals, but if I go to the office side and set up an estimate using a task, it shows the equipment on the page with the estimate. Any recommendations?

1 REPLY 1

Roman
Community Moderator
Community Moderator

Hello @BoJuel ,

You cannot hide equipment from estimates, however there are few work-arounds that you can do:

- Add equipment as $0 - will still show up, but without price.

- There is a special configuration with multiple print options, which has the option to hide all items when printing/emailing to customer (this will just show total on your invoice without Services or Equipment) - you can turn it on by contacting support or your success manager.

- Input equipment as a material, when added, it will not show up unless marked as chargeable.

- Manually add the equipment to customer location after the sale of estimate/completion of job.