Locking an estimate sets the price and scope of a project. For many Contractors, this is done after the a signed contract with the Client/Homeowner. Locking the Estimate prevents any accidental changes and also allows for change orders to be created and revised budget numbers to be tracked.
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Locking the Estimate
To lock an estimate, navigate to the "Estimate" page within the project and click the "Lock" icon. When your estimate is locked, the "Lock" icon will be highlighted green.
Unlocking the Estimate
To unlock the estimate, click the green "Lock" icon and follow the prompts on the screen.
Note: Unlocking the estimate will reset the original budget in the "Budget" page.
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