Refreshing Prices in an Existing Estimate

Once you insert items into an estimate from the database, the costs are still linked to the database. That way, if you get a new quote from a vendor or receive an update to your pre-loaded costbook, you can easily refresh costs for future estimates.

& NOTE: Changes made in the database will not affect current estimates unless you manually go through this process. In most instances, you should not refresh costs in an estimate after you have signed a contract with a client. Refraining from refreshing estimates for projects currently underway will ensure that your estimate matches the original bid. Typically, you will want to refresh item costs only if you're using a current estimate or estimate template for a new project.

@ IMPORTANT: The refresh function for items is linked to the source of the quote, such as the database (e.g. Craftsman) or vendor (e.g. Greg Smith). The most recent quote for the source and classification (e.g. Material or Labor) will replace any old costs in an estimate. For instance, if you used the original quote for the 2-drawer maple cabinets from the Craftsman costbook and then received an update to the costbook that included an adjusted price for the 2-drawer maple cabinets, the new cost would be reflected in the estimate after refreshing item costs. However, if you enter a new quote for the 2-drawer maple cabinets from the vendor Greg Smith, the cost would not be updated because the source of the quote changed.

Refresh prices in an existing estimate

  1. Open an estimate or estimate template.

  2. Go to Estimating > Refresh Item Costs.

  3. Click OK to confirm refresh.

  4. Click OK when the refresh has completed.