Currently, we do not have a change order feature online yet, however, as a workaround you can duplicate the original estimate and make changes to resend to your customer which will keep the original estimate separate from the one with changes.
To duplicate the estimate, you can use these steps:
- Tap into the folder where the estimate is saved
- Tap the three dots on the upper right-hand corner
- Tap Duplicate
- Once duplicated, it will appear in at the top of the list with a ~v2 indicating it’s the second version
- Tap into it to make changes and you can send from there