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Jobs and estimates

Revisions: offering options

Keeping more than one version of an estimate, and what happens when one is approved.

Where
A job → Estimate
Level
Everyday

A revision is a copy of the estimate you can change without losing the one before. Use it for a new version after feedback, or to offer the client options, for example with and without a second shoot day.

  1. Open the job on the revision you want to copy.
  2. Click More, beside PDF.
  3. Under New revision from this, type a name, for example Without the Octa.
  4. Click Make the revision.
  5. Change the new revision as you need.

Each revision has a tab above the estimate, with its name, total, status and date. Click a tab to open it.

Revision tabs above an estimate

When one is approved

Approving a revision locks it, so it cannot be changed. Any other revisions still in draft or sent are marked Replaced. To change an approved estimate, make a new revision from it.

Good to knowA locked revision says it is locked. To change it, use New revision from this under More.

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