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  • Writing letters

    Lately I have been using the estimate area to write customers letters, because it's fast and easy, and all I have to do is look up the customer and then write the letter in the "bottom" tab area.

    But I was wondering whether there is a better way to write the letters without having the "estimate no and estimate date" show up in the top right corner?

  • #2
    Troy,

    That is very ingenious of you.

    Could you change the Estimate Title field to "Letter."

    How would that work out?

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    • #3
      Make sure you are in the estimate section.

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      • #4
        In this example we are showing you an already created letter in the estimate section.

        However if you want to create a new one, click the new button.

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        • #5
          Leave the items area blank.

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          • #6
            Change the Estimate Title to Letter.

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            • #7
              Choose the Bottom section tab.

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              • #8
                Enter the text of your letter here and then click the OK button.

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                • #9
                  Click the print button.

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                  • #10
                    Choose to either print the file or preview it. You can also print it to File as a pdf file. Then you can email your customer and attach the file to your email.

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                    • #11
                      Here is a sample of how the letter would look. Remember the letter is designed to fit in a clear windowed envelope.

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                      • #12
                        Perfect!!! That solves it.

                        Ya, I have been writing the letters like that for a little while now because I don't have to worry about labels or buying extra plain envelopes. All I have to do is use my double window billing ones for the letters. It's fast and very easy.

                        I kind of stumbled apon by accident when I was doing an estimate for a lady. I thought to myself, "Hey, couldn't I just write letters in here as well" What is also great is it basically keeps a copy of the letter for future reference in case I need to see it again."

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