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
โStep 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.
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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.