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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 year ago

If ever you need to open the estimate again for editing/amending, change the estimate back to Draft in the status drop-down. You would also need to set the Estimate back to Draft if you needed to do additional take-offs for the Job.
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​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.
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For more info on the overall process of going from estimate to job see the link below

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