Revising an Estimate or Order

Updated September 15, 2021

There are 2 way in which to revise an estimate or order, thereby also changing the status.

 

1. Manually change the estimate to Revised from the Job Header Screen.

2. From the Estimates Data Grid choose the Revise button

 

Manually change Status

1. Select and edit an Estimate or Order.

2. From the Job Header screen select the Estimate Status dropdown.

3. Change to Revised.

 

 

Revise Button

 

Select an Estimate or Order from the data grid. Click the Rise Button.

 

 

After reviewing the options click proceed to continue.

 

 

A new copy of the estimate will created with Revision to: The original estimate number.

 

 

When the estimate is saved the original estimate number will be appended with "-1" or in the case of a second revision "-2" and so on.