Overview
If you need to update pricing, adjust services, or correct details on an existing estimate, you can easily edit it from your Finances tab.
Step 1: Open the Estimates Page
Navigate to Finances > Estimates.
Locate the estimate you want to edit from the list.
Step 2: Open the Estimate Editor
Click on the estimate name to open it.
Then click the ✏️ Pencil icon in the top-right corner to enter edit mode.
Step 3: Make Your Changes
You can update any part of the estimate, including:
Customer or property information
Items, services, or packages
Pricing, quantities, or descriptions
Notes or terms
Step 4: Save the Updated Estimate
When you’re finished making edits, click the Update Estimate button at the bottom left-hand corner of the page.
Your changes will be saved, and the updated estimate will be visible on the Estimates list page.