Customize Report Text for a Part

To edit a part, first, click the blue edit button on the right side of a part.

When you are in the “Adjust Part” window, you may see three text boxes labeled “Preliminary Text”, “Formal Text” and “Subcontractor Text”. These boxes let you decide what text shows up on the reports (proposals) for that particular part. That means if in the “Formal Text” box you type “Install a roof”, then on your formal report there will be a line item that says “Install a roof”, exactly as you typed it.

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It really will type out exactly what you type, no matter what the description of the part or the price of the part. So if you have a part in your project for installing a gas range, but you type in “Install wood flooring” into the “Formal Text” box, you will see “Install wood flooring” on the formal report.

Clear Estimates does provide some shortcuts for typing into these boxes, which you can check out at this article here: PQUD Shortcut Buttons

This is important for a few reasons, the most important of which to understand is that the text that is written in the “Description” box in the “Adjust Part” window will not be printed on the reports. You can think of this description for internal use, to make sure you can find the parts you are looking for. Of course, you could always copy/paste the description into the “Formal Text” box (for example) if you do want the description to be printed on the formal report. 

The reason there is a text box for each of these reports is so that you can completely customize the line items that show up on the reports. Meaning you could have different text show up on each report for the same item. Here is an example:

Let’s take a part that is installing tile flooring, and for this project you want to install 250 sq feet. Maybe for the preliminary proposal, you don’t want to include the sq footage just that you will install the flooring. But on the formal you want it to print the quantity of tile as well.

This is what you would type in below. Note that in this case, I used the PQUD shortcut buttons to populate the text box. The [qty] will print the actual quantity of the part, so if we have 250 as the quantity it will show that on the report instead of the [qty].

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