The following fields can be changed by using the Change Estimate Header option from the Estimate Action pull-down menu.
Estimate Name
Estimate Address
Estimate City
Estimate State/Province
Estimate Zip/Postal Code
Client Name
Notes
Estimate Default Markup Percentages
Make changes to these fields by following the steps below.
From the Estimate View page, use the Estimate Action pull-down menu to choose Change Estimate Header.
Click the
button.
From the estimate worksheet form, make any desired changes,
and click
to return to the Estimate View screen where your changes will
take effect.

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