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How to Rename, Duplicate, and Delete an Estimate



Estimates accumulate over the life of a job — versions, revisions, options the homeowner didn't take. This article covers renaming them so your team can tell them apart, duplicating them to build a new version, and deleting the ones you don't need.

When would I use this?

  • An estimate is locked because it was sent in a proposal or marked as sold, and you need to make changes
  • You want to build a revised version without losing the original
  • Estimates named by default are impossible to tell apart
  • A duplicate or abandoned estimate is cluttering the list

Where do I find my estimates?

Open the project and click the Estimates tab. You'll see every estimate created for that project.

How do I rename an estimate?

  1. Click into the estimate.
  2. Click the pencil icon next to the estimate name.
  3. Type the new name.
  4. Click the checkbox to save.

Return to the estimate list and the new name appears.

Why can't I edit an estimate?

An estimate becomes locked when:

  • It's included in a proposal that has been sent to a customer
  • The estimate has been marked as sold

This protects the version the customer actually saw and agreed to. Locked estimates can't be renamed either. To make changes, duplicate the estimate and edit the copy.

How do I duplicate an estimate?

  1. In the Actions section for the estimate, click the Duplicate Estimate icon.
  2. A new estimate appears with "copy" added to the name, carrying the same quantities, margins, and settings as the original.

Pricing refreshes on the copy. The duplicate pulls the latest pricing from your product catalog, so if costs have moved since the original was built, the copy reflects current numbers.

Rename it from there so the list stays readable.

 

How do I delete an estimate?

  1. Click the Delete Estimate icon.
  2. Confirm in the confirmation window.

How do I delete an estimate that's marked as sold?

A sold estimate can't be deleted directly. To remove one:

  1. Select the estimate.
  2. Unmark it as sold.
  3. Delete it.

Tips and gotchas

  • Duplicate, don't fight the lock. When an estimate has been sent in a proposal or marked as sold, it's locked on purpose — it's the record of what the customer was shown and agreed to. Duplicating gives you a working copy and keeps that record intact. This is also the right move when you want to price a large change without losing the original version.

  • Check the numbers on a duplicate before you send it. Because the copy pulls current catalog pricing, it may not match the original. That's usually what you want — but if you're rebuilding an estimate to match what a customer already saw, compare the two first.

  • Rename immediately after duplicating. A list containing "Roof Replacement," "Roof Replacement copy," and "Roof Replacement copy copy" is a mistake waiting to happen. Rename the copy the moment you create it — "Roof Replacement — Rev 2" or "Roof Replacement — Upgraded Shingle."

  • Name estimates for the difference, not the sequence. "Estimate 3" tells you nothing. What's different about it is what someone needs to know six weeks later.

  • Unmarking as sold is a deliberate act — treat it that way. The extra step before deleting a sold estimate is a safeguard. Unmarking may affect anything downstream that keyed off the sale. Be sure deletion is what you want before you unmark.

  • Don't delete the estimate the customer saw. If it went out in a proposal or was marked as sold, that estimate is your record of the deal. Delete abandoned drafts and duplicates — keep anything a homeowner laid eyes on.