Editing an estimate

Once created within the system, you can still edit the details of an estimate for whatever reason. This is useful when things change regarding the event itself or in instances when mistakes have been made or incorrect information applied when the estimate was originally created.

  1. In order to edit an estimate, search for it and click 'View' to open the event.

  2. You will then see a page with all of the details of your estimate.

  3. Click 'Edit' in the top right of the screen to edit the date, description, or the notes for the engineer. 

  4. Use the navigation on the left of the screen to see each section of the estimate. Change the fields as required.