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:
- Navigate to JOBS > Estimate.
- The Search Estimates landing page will be presented.
- 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.
- Edit or Change the fields that need revisions. Click on SUPERSEDED? to indicate that the estimate has been revised and replaced.
- Click Save