The Client Description feature lets you add client-facing details that explain the work included in a line item. This helps make the estimate easier to understand and more professional.
Some templates may already include a client description. If you create a blank line item or a template from scratch, you will need to add the description manually.
What you can do with Client Description
Explain the scope of work — describe what is included in the line item
Add multiple description lines — organize details in separate text boxes
Format text — use bold, italic, or underline
Insert estimate data — type @ to pull in values already added in the line item (e.g., elements or measurements). If the value changes later, the description updates automatically
Preview the result — check how the description will appear on the estimate
For example, you can type: "Area to be repaired: @Length of Wall ft" — and the value fills in automatically.
Adding or editing a Client Description
Open the estimate and expand the line item
Click the Client Description tab
Click Edit to update the description
If prompted, choose how you want to edit:
Each line as own text box — keeps auto-filled @ tags and conditional rules intact
All as 1 text box — combines everything into one box, but @ tags will no longer auto-update and conditional rules will not remain active
Type the description and use @ to insert estimate data as needed
Click Preview to review the result
Save
Video Overview
In this video, you will see how to use the Client Description feature to add and edit client-facing information in a line item. We will also review how to use @ tags to pull estimate values into the description so the text updates automatically when those values change.
What Happens Next
Once saved, the estimate includes a clearer client-facing description. If you used @ tags, the description can also update automatically when the linked estimate values change.