Unauthorise and Reject Estimate

9.6 Unauthorise and Reject Estimate. Version 1.0. Last Updated July 2025 

Unauthorise and Reject Estimate

From the main navigation menu select Jobs and search for the job associated with the required Estimate

When you open the job, the jobs menu will be displayed. Select Estimates from the Jobs menu.

Locked and authorised estimates will be displayed in the Estimates Summary tab

Select the estimate you need to unauthorise and reject.

Before you can ‘Reject’ the estimate you need to unauthorise all of the line items.

 ‘Select None’ in the green section at the top of the page.

You will then be able to click Update Items.

You will see a green tick appear when this has been completed and the total will show £0.00 value.

 Now you can select the Change Outcome button.

Change Estimate Outcome pop up will appear. Use the drop down to select the new status (Pending or Rejected). Then click Change Outcome.

Estimate now appears as Rejected/Pending. You can change the outcome again if required

or you can Copy the estimate to add or edit any line items.

Estimate will move to the Rejected/Pending category on the Summary page.