Saving estimates for a possible later date

[cbalogh]

I am guessing we can already do this somewhere in the program, I just haven't found it, but is there a way you can save estimates we write up, for a customers possible return at a later date. I am sure we all get someone coming in for a job, want a estimate and then decide they can't afford or have time to do it right now. Then they might come back 3 or 4 months later and decide they want to do it, to save time redoing it and having a record of the original estimate costs would be nice. I know I could just print it out, but to save paper and another file folder I don't need can we save this or put it somewhere so it doesn't stay in the WIP folder. Thanks

[ricmorin]

Simply copy and paste your Estimate into a Revision, delete the original and you're done!

[cbalogh]

Okay, I'll bite, being the I am some what challenged with this computer, could you walk me through what you mean by saving it into revision etc.
thanks

[megoff]

To be able to transfer/copy to a revision please follow the steps below:

Use the Mouse to copy the estimate:

1. Highlight the first line item on the estimate.
2. Hold the shift key and click the last line item on the estimate. NOTE: all lines should be highlighted.
3. Click "Edit" at the top of the screen.
4. Click "Copy" in the drop down list.
5. Click on the "Revision" tab.
6. Select any SubEst that does not have any items.
7. Click on the line item on the SubEst that contains all zeros
8. Click "Edit" a the top of the screen again.
9. Click "Paste" in the drop down list, you'll see that all line items have be copied to the SubEst/Revision
10. Click on the "Order" tab
11. Click "Edit" at the top of the screen.
12. Click "Remove Order" in the drop down.
13. Confirm that you'd like to remove the estimate.

Use the Keyboard to copy the estimate:

1. Click into the Estimate
2. Hold "CTRL" and tap the "A" key. NOTE: all lines should be highlighted.
3. Hold "CTRL" and tap the "C" key.
4. Click on the "Revision" tab.
5. Select any SubEst that does not have any items.
6. Click on the line item on the SubEst that contains all zeros
7. Hold "CTRL" and tap the "V" key.
8. Click on the "Order" tab
9. Click "Edit" at the top of the screen.
10. Click "Remove Order" in the drop down.
11. Confirm that you'd like to remove the estimate.

Once the SubEst/Revision is created, you can double click on the SubEst Tab and rename it to what the job it. For more information about revisions and how to create them we have a short sub 3 minute video on youtube https://www.youtube.com/watch?v=5bPJ1vT_i44