By default, Yardbook displays “Estimate” to your customers. If you prefer a different term (such as “Quote” or “Bid”), you can change it easily by updating your Invoice Settings.

Follow these steps:

  1. Go to Invoice Settings:
    Navigate to:
    • Sitemap → Company Profile → Settings → Update Invoice Settings
  2. Update the Alias:
    In the “Estimate Display Alias” field, enter your preferred label.
  3. Save Your Changes:
    Once updated, this alias will become the default for all new estimates.

Important:
If an estimate has already been created using a previous alias, changing the default in your company settings will not update that estimate.