You may want to edit a quote based on customer feedback or make changes before finalizing it.

To edit a quote, go to the My Quotes screen and tap on the quote you want to edit. You will see the edit view of the quote.

If you want to edit any quote details specified when creating the quote, tap Quote Settings in the top-right corner.

Here, you can edit the existing details. Tap Done in the top-right corner to save the changes.

To edit an item, go to the relevant room or system and tap on the item.

You will see a modal with the current details of the item. Here, you can edit its quantity, price, labor hours, and other related details. You can also set the item to be owner-furnished (OFE), so its price will not be included in the total price.

Tap Done when you have made the changes.

To rearrange items, go to the relevant room or system and tap the Room or System name.

You will see an Edit button. Tap the Edit button, tap and hold the Rearrange button, and move the item up or down.

To delete an item, tap and hold the item and swipe left. Tap the Delete button.

To edit the details of a room, tap Room Details at the top-right corner. You will see the Room Details screen with the options to add a comment, change the room name, and attach some images of the room.

Tap Done when you have made the changes.

To delete an item, go to the Room Details screen and tap Delete Room at the bottom.

To delete a room from all systems, go to the Systems view of the quote, tap and hold the system you want to delete, and swipe left. Tap the Delete From All Systems button.

To add a new room, go to the Rooms view of the quote and click Add Room next to the row of rooms.

You will see a list of rooms available for the project type you selected for the quote. You can also add a room with a custom name if needed.

The steps to edit, add, and delete systems are similar to how rooms can be edited, added, and deleted.

To edit, add, or delete a system, you must be in the Systems view of the quote. To delete a system from multiple rooms, you must be in the Rooms view.

This video will demonstrate how to edit a quote.