Edit project details
Learn how to edit the details of a project, including project name, description, client, address and status.
- Tap on the Project you’d like to modify
- Tap on EDIT INFO
- Change the project name, description, client, address and/or status as desired
- When you’re done making changes, tap on the checkmark to save
- You’ll now see that the project details have been updated to reflect the changes you’ve made. When changing the project client, their information will also be reflected in associated estimates or invoices
- If you open an existing estimate or invoice that’s been posted to the project feed, you’ll see that the changes have also been made in the estimate or invoice
