estimate change client change jobsite faq wrong customer update jobsite How To Change Client/Jobsite On An Estimate

  1. Access the Estimate you wish to change the Client/Lead for
  2. You will be on the Customer Info tab
  3. Click Change Client/Jobsite

  4. If you wish to change the Jobsite only, click on the drop-down next to Jobsite and select the desired Jobsite
  5. If you wish to change the Customer/Lead entirely, click on the -Change

  6. In the Search field, start typing the name of the Customer/Lead you wish to change to
  7. Click Search
  8. Click the Select button next to the Client/Lead you wish to change to
  9. Now the new Client/Lead has been selected
  10. If applicable, select the correct Jobsite as well
  11. Press OK


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