Find source information
Open Updates and choose Files or Photos & video. Search for the attachment, open its original, or select supported evidence for the estimate conversation. Check the selected project and work area so you review the right records.
Keep notes and changes clear
Notes save automatically. Read the label to distinguish shared project notes from notes that stay with an estimate and its chat. Use Changes → New change order for additional work on a won estimate. Review an unsigned estimate in its estimate workspace.
Review activity and requests
Activity & review brings together progress, issues, task updates, original evidence, and requests. Use Source and Show to narrow the list, or Refresh updates to reload it. Available sources depend on configured channels. Receipt evidence needs expense review, and an extra-work request remains outside agreed scope until reviewed and priced separately.