How to edit an existing estimate

Step by Step Guide:

1. Navigate to JOBS > Estimate.

2. The Search Estimates landing page will be presented.

3. Use the Filters to narrow your search, or scroll through the list of Job No.

Select the Job No. hyperlink that needs to be edited.

4. Edit or Change the fields that need revisions. Click on Superseded? to indicate that the estimate has been revised and replaced.

5. Click Save.

What happens if the original estimate has already been billed?

If an invoice was generated from the original estimate before it was superseded, the invoice remains attached to that original estimate. When a new version of the estimate is created, previously generated invoices do not carry over or appear on the new version. This is expected system behavior because each invoice remains associated with the estimate version from which it was generated. To review all invoices and other activity for the Job, open the Activity dropdown at the Job level.

An agency may choose to:

• Keep the existing invoices associated with the original estimate.
• Use the revised estimate version for updated scope and subsequent billing.
• Review the Job-level Activity dropdown when a complete history across estimate versions is needed.

This approach preserves the relationship between each invoice and the estimate version used to generate it while allowing the agency to proceed with the revised estimate.