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3.15. How do I change my job and estimate numbers?

Q:  How do I change my job and estimate numbers?

 

A:  In EstiMate 2 there are a couple of ways to change your job and estimate numbers.  There are also a couple of ways to "track" your numbers - You can track your job and estimate numbers as one, or you can track them separately.

 

To change your starting numbers system wide:

• Click the Configure and Manage tab, and then the System Settings button (if you are in a Multi-User environment you must first go into Single User Mode - Click the blue EstiMate icon in the upper left, and select "Switch to Single User Mode").
  

• In the System Settings window click the "Advanced Settings" icon on the left.

• Under "Estimate And Job Numbering System" you will see that you have the option to track your numbers as one (unchecked), or separately (checked).

• If they are tracked using only one set of numbers then whenever you convert an estimate to a job it will keep that same number as the estimate.   If you want to change your starting number then you can just type in the new number next to "Current Highest Estimate Number".

• If you want to track you job and estimate number separately then check the box ("Track Estimate and Job numbers separately").  Now you can set your starting estimate number, and then you can set your starting job number.  This way if you convert an estimate to a job it will use the next highest job number instead of keeping the estimate number.  *NOTE:  This is the way EstiMate 1 tracked numbers (separately).

To change an individual job or estimate number.

You can change the number of a single job or estimate, but only if you are tracking job, and estimate numbers SEPARATELY.  If you change the number of a job or estimate while tracking them as one it will also make the change in the System Settings, and will go forward from the number you just typed in.

• To change the number of your job or estimate you simply type the new number into the "Number" field.
  

 

EXAMPLE:  If the number of the job or estimate you just opened was 1000, and you typed in 1050 when you save that job/estimate it will be 1050.  When you open a new job or estimate after that it will be 1000 because 1000 is still the next number in line in the System Settings.  However EstiMate will not prevent you from creating duplicate numbers, so when you reach job/estimate number 1050 EstiMate will not warn you that you are about to create a duplicate number.

 

NOTE:  For the reason above it is not usually recommended that you change your job and estimate numbers directly from the job/estimate screen.  One thing EstiMate 2 will allow you to do though is to use letters as well as numbers, so if you need to change the number for some reason you could just add a letter to the number (e.g. 1000a) to help differentiate it from the rest.