Customize Report Text for a Part

Last Updated By Michael Croteau

Updated at April 19th, 2021

To edit a part's report text, first click the blue edit button on the right side of that part:


When you are in the "Adjust Part" window, you will see three text boxes - "Preliminary", "Formal" and "Subcontractor". These boxes let you decide what text shows up on your reports (proposals) for that particular item.

This means that if you type "Install a roof" in the "Formal Text" box, there will be a line item on your formal report that says "Install a roof" - exactly as you typed it.

The report will display exactly what you type, regardless of the "description" of the part, or the cost of that part.

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 instead. 

Clear Estimates provides some shortcuts for filling in these boxes, which you can read about here: Report Text Shortcut Buttons

The text that is written in the "Description" box in the "Adjust Part" tool will not be printed on the reports. This description is for internal use, to make sure you can find the parts you are looking for.

(You can always copy/paste the description into the "Formal Text" box, 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 way line items display on each report. This way, you can have different text show up on each report for the same item.

Here is an example:

Let's say you have a part for "installing tile flooring". For this project, you want to install 250 square feet of flooring.

On the preliminary proposal, you don't want to include the exact square footage, just that you will be installing flooring. In your formal proposal, however, you do want to print the quantity of tile.

Note that in this case, I used the the Report Text shortcut buttons to populate the text box.

"[qty]" will print the actual quantity of the part (if we have 250 as the quantity, it will show that on the report instead of [qty]):

Thanks for reading!

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