Rename Products or Services in an Estimate

In a dynamic work environment, products and services titles may require updates.

This feature allows you to easily update the names of various products and services directly in your Point of Sale.

When creating an estimate, after entering the client and the desired products and/or services, click on the ones you want to rename.

For example, you may want to specify the type of inspection requested by the client: a 42-point inspection.

Once you click on the relevant line, it will turn green and automatically appear at the bottom of the page in the description field.

You can now edit the description.

Press the Enter key or simply click outside the box (the easiest option), and all changes will be automatically updated.