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How do I open an accepted Estimate once it becomes a Job?
How do I open an accepted Estimate once it becomes a Job?

This guide will explain how you can unlock an Accepted Estimate to make further revisions

Matt Govett avatar
Written by Matt Govett
Updated over a week ago

If ever you need to open the estimate again for editing/amending, change the estimate back to Draft in the status bar. You would also need to set the Estimate back to Draft if you needed to do additional take-offs for the Job.

NOTE: be careful of unlocking the estimate and changing dollar values, if our contract value ceases to match your signed contract value all invoices will be incorrect values.

For more info on the overall process of going from estimate to job see the link below

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