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How Do I Change The Client (Or Piano) On An Estimate?
How Do I Change The Client (Or Piano) On An Estimate?

Changing the client and/or piano associated with an estimate.

Timothy Barnes avatar
Written by Timothy Barnes
Updated over a week ago

You cannot change the client or the piano after an estimate is created. However, if there are multiple contacts on the client file (as in the case of a company or institution) you can change the contact person associated with each estimate. To do this follow these steps:


FROM THE WEB APP


โ€‹Step 1: Click on an estimate to edit it.

Step 2: Locate the contact details in the top right-hand corner.

Step 3: Click the "Change" button.

Step 4: Change the contact to a different person and Save.


โ€‹


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit it.

Step 2: Tap on the client information.

Step 3: Select a new contact.

Step 4: Save.


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