Navigation:  How Do I... >

Edit an Existing Estimate

Previous pageReturn to chapter overviewNext page

To edit an existing estimate, find the estimate in the 'Customer Manager' list box. Estimates are displayed alphabetically by Location Name, Address, City & State. In the Customer Manager list-view they are stored by Customer Name and then Location.

 

Select the estimate to be edited by double clicking on it. All related information will now be available to edit within the appropriate tabs.

 

Edits to the Customer or Rates portion of an estimate are made directly to the fields on the tabs. After clicking the 'Modify Rates' button the text color will toggle to blue to indicate edit mode.

 

If editing Equipment, Filter, Belt, Services, or Sub Contractor data, after clicking the appropriate tab they will see the data displayed in the data grid.

 

To make edits to the data, click the appropriate line item to display a pop up menu, from which they view or edit the data.