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Chase allows you to add default notes to a work type setup. These will be populated when selecting the respective work type on Cost Estimates, Invoices, and Credit Notes. You will also be able to apply text formatting to these notes, which will be visible on print layouts. 


  1. Open the Work Types screen and add a new work type or open an existing one.

  2. On the Work Type Detail dialog, enter your notes in the Default Notes on Selection of Work Type field. 

     


  3. Click on the Edit notes icon to edit or format these notes then save your changes.



    The notes will be populated when selecting this work type and will be displayed on related print layouts. 

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