How to Change the contact details for the estimate or assign a new contact

Step by Step Guide:

1. Navigate to JOBS > Estimates.

2. Click on the hyperlink for the Job No. associated with the estimate.

3. Select the Settings dropdown on the sub menu and select Contact hyperlink

4. Select the Client Contact you would like to assign to the Estimate, click Assign

5. You can also click on the Contact Name Hyperlink to make Edits and Save