Thank you for bringing this to our attention, @7436 and Paul. Regarding the item description field that does not expand on estimates, our engineers are actively working to resolve it as soon as possible.
To ensure you receive timely updates from our engineers, I recommend contacting our Live Support team. They can access your account and directly link it to the ongoing case in a secure session.
Here's how:
- Click the Help icon on the upper right.
- Go to Search and then select Contact Us.
- Select Ask about something else.
- Type your estimate concern.
- Hit Continue.
- Choose either Chat with us, Have us call you, or Schedule appointment.
Regarding removing text from the Description field from your Estimate window, Paul, you can press and hold Ctrl + A to highlight all the text, then use Ctrl + C to copy and Ctrl + V to paste, or please press Backspace to delete after you highlight the texts.
Once your clients approve your estimates, you can decide to convert them, or if you have progress invoicing turned on, choose how much you want to invoice. You can check this article to streamline the process: Set up and send progress invoices.
We deeply regret the inconvenience and are committed to ensuring seamless access to your customer estimates, 7436 and Paul. If you need further help with editing or viewing transaction details, please hit the Reply button. We're always ready to provide solutions and support.
