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
- Change the project name, description, client, address and/or status as desired
- When you’re done making changes, tap on 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. To verify, tap on an existing estimate or invoice
- As you can see, the changes have been made in the estimate or invoice
