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Deactivate an Estimate

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You may have reason to Deactivate an Estimate. For instance, perhaps you wish to change the original Estimate with a Revision, requiring new Customer approval, and entering into the final billing. There may be reasons to prefer this to adding a Change Order to the already Activated Estimate.

On the Actions button of the Project Work Order Details screen click Deactivate Estimate:

You will receive a confirmation message. Click Yes to continue.

When you are done, you will see that the Status of the Project is now at Estimate.

 


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