Four tabs of switches over every block those pages can render. Everything is on by default, so a builder who never opens the panel gets the full page. A switch never appears for content this quote does not have — and what this quote does have gets one: every service line, and every line of Your Custom Building, shown in the customer's exact words. You can also drag the quote's sections into the order you sell in. One system for the whole post-frame sale, so the customer's four screens are run from one place instead of four.
Also called: hide sections from the customer · customise the client portal · portal sections · what the client sees
One panel decides what the customer sees on all four screens
Try itQuote, details form, agreement and dashboard — each a tab of switches over every block those pages can render. Everything defaults on, so a builder who never opens the panel gets the full page. Before this, only the quote had controls, they lived inside a Send Estimate window, and half of them were duplicated by a second set that wrote somewhere else entirely.
You switch a section off and watch nothing change, because the switch you found wrote somewhere the customer's page never reads.
A builder trusts a control that does what it says the first time. One panel over all four screens, with nothing duplicated, means a switch you flip is the switch the customer's page obeys.
Change it days after the estimate went out
Try itThe live setting beats the frozen copy, so switching a section on or off reaches a quote already sitting in a customer's inbox. No resend. No new link. No explaining why they have two. Before, a section switched off at send time was off forever, and the controls silently did nothing about it.
You realise on Thursday that Monday's quote is showing the labour line, and the only fix you know is to send a second link and explain why.
Everybody makes a visibility mistake eventually — the fix shouldn't cost you face. The live setting wins over the frozen copy, so a change lands on the quote already in their inbox with nothing to explain.
Hide your labour line without changing what they owe
Every row in Your Investment has its own switch, and hiding one only stops itemising it — the total does not move. If your labour is bundled into a square-foot rate, showing a labour line starts an argument you already priced around. If you sell on transparency, leave every row on. That call is yours, per quote, not the software's for everybody.
You bundle labour into a square-foot rate, the quote prints a labour line anyway, and the next call is about why the crew costs that much.
Customers argue with the line items they can see. Hiding a row only stops itemising it — the total never moves — so you choose the conversation without accidentally discounting the job.
Show the garage door and the price, not the count and the rate
Try itEach add-on has three levels: show the line, show its measurement (336 sq ft), show its unit price ($13/sq ft). The two extra switches are labelled with the words your own catalog uses for that service — a square-foot service reads Square footage and $ per sq ft — and the customer's line prints its math cleanly, 1 × $4,756.08 each. Picking that wording by hand is how Versetta Stone ends up billed as a per-item line in front of a customer.
The customer sees $13 a square foot against the stone, works out the material cost for himself, and the next meeting is about your margin instead of his building.
A builder decides in a second when the switch shows the customer's own words. Labels come from how the service is priced, so the wrong layout can't slip onto a page the customer is already reading.
No switch for something the quote does not have
Try itThe 3D viewer switch is absent on a quote with no model, and the quote tab grows one row per add-on actually on that job. Under Your Custom Building it lists every line this building will print — size, siding, overhangs, openings, the porch — with the exact text beside each switch, worked out by the same function the customer's page uses. You can also drag the sections into the order you sell in — warranty above the price, if that is how you close. A newly added block drops into a sensible slot instead of the bottom of every layout you already saved.
The rep promised boxed overhangs, the page says something else, and nobody on your side saw the wording before the customer did.
A customer who reads exactly what the rep told him trusts the rest of the quote. Switches only for what this job has keep the panel short, and seeing the building lines in the customer's words lets you fix one before it costs a phone call.
- 1Open the panel and pick the screen you want to change
- 2Switch any block on or off — down to a single line of the building description
- 3Drag the sections into the order you sell in
- 4Save, and the customer's open tab picks it up — no resend
- 5A switch for something this quote does not have never shows up
Only the first screen had any controls, they were buried inside a Send Estimate window, and half of them were duplicated by a second set that wrote somewhere else entirely — so a builder switching a section off watched nothing happen. Worse, a section switched off at send time stayed off forever, because the frozen copy beat the live setting. Now one panel runs all four screens, the live setting wins, and you can change any of it days after the quote went out.
- Controls that only affected the estimate and only at send time
- Duplicate toggle sets writing to different storage
- Controls offered for content that does not exist on that estimate
Show the add-on without showing the count and the rate
Three levels per add-on: show the line at all, show its measurement (336 sq ft), show its unit price ($13/sq ft). The two extra switches sit as chips on the row, not another layer of checkboxes. Their wording comes from how you sell that service — a square-foot service reads Square footage and $ per sq ft.
Drag the quote's sections into your order
Drag to reorder, once, and every quote you send uses that order. Two blocks stay anchored on purpose: the plan set sits after your notes, and the add-on scope sits right after the building and ahead of the money.
