How to Change Customer in WeEstimate

This is a quick guide on how to Change a Customer in WeEstimate.


1. Open the job

2. Click on the "Customer Information Tab"

3. Click on the "Change Customer" button

4.  On the popup, click "OK" (please note that customers are on the bin level, meaning if you have multiple jobs under the same bin, changing the customer will change it for all of them)

5. Search for the New Customer and Click "Go!"

6. Select the customer and click on "OK"

7. Select either you'd like to keep the present addresses or change them (this will be specific to the job)


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