Estimates

How to edit an existing estimate

Edit a pending estimate by utilizing the supersede function in our system - keeping your accounting accurate and up to date!

Steps: 

  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. 
  4. Select the Job No. hyperlink that needs to be edited. 
  5. Edit or Change the fields that need revisions. Click on SUPERSEDED? to indicate that the estimate has been revised and replaced.

    Screenshot_27-1

  6. Click Save