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How can I use a change order to edit an accepted estimate?

By selecting the three dot icon on the right side of a section in an approved estimate and pressing "Edit in Change Order," you can edit the section of the estimate in a change order.

 

To use a change order to edit an accepted estimate:

  1.  Click on the three dot icon on the right side of a section
  2.  Click on "Edit in change order"
  3.  If you have no change order in place, select "Edit in a new change order"

 

This will then remove the section from the estimate and pull it into a change order. You can then edit the name, description, units, price, and any other information within the section.

 

 

 

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