If I Change Client Data, Will This Impact Existing Estimates?
As you make changes to client details, this can have an impact upon both new and existing estimates. To keep your estimations as quick and accurate as possible,...
How Do I Edit an Existing Client?
By keeping clients in Estimo up-to-date, you are able to utilise preset fields, which makes the process of creating estimates both quick and consistent. To edit an existing...
How Do I Create a New Client?
By adding a client to Estimo, you are able to assign them a Rate Card and start creating Estimates for them. You are also able to store presets,...