Use the Modify Preferences option to change the estimate header information
Many options (i.e., Location, Cost Book, Labor Type) can be changed from the Estimate View window.
The following fields can not be changed from the Estimate View screen, and therefore must be changed by using the Modify Preferences option.
Estimate Name
Folder Location
Estimate Type
Client Name
Estimate Address
Estimate City
Estimate State/Province
Estimate Zip/Postal Code
Notes
Make changes to these fields by following the steps below.
From the Estimate View page, use the pull down menu to choose Modify Preferences.
Click the 
button.
From the estimate worksheet form, make any desired changes, then click Next to return to the Estimate View screen where your changes will take effect.
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