An accepted estimate is locked or cannot be reassigned

Steps

1. Choose View job on an accepted estimate to open its connected project.
2. Use a change order to record agreed added scope on that project.
3. Use Copy to make a new editable estimate for another quote. Review the customer and all terms on the copy before saving.
4. An accepted estimate's customer must stay consistent with its linked job. Create the correct new project when reassignment would break that history.

Check that it worked

The original quote stays linked to one job, and copying creates a separate draft.

Help codes

This article covers these on-screen help codes:

• CSC-ESTIMATE-001

Still stuck?

Report a single acceptance creating more than one job or breaking the customer link.

Related

• An extra or change order is not in contract value
• Track several jobs for the same customer
• A customer, job or change cannot be removed