Set Your Own Custom Estimate & Job Number Sequences
You can now set your own starting estimate, job and invoice number sequence in company preferences and change them at any point after.
If you have not yet created any estimates, jobs or invoices, simply go to My Office > Company Preferences, enable the "Set Own Estimate & Job Number Sequence" and set your starting sequence.
However, if you already created estimates, jobs or invoices and would like to change the sequence, simply edit the latest estimate or job number and the new sequence will continue from that number.
For example, if you change the latest estimate number from 8552842 to 201712001, the next estimate you generate will be given a number 201712002.
Please note that now estimates and jobs can have their own sequences.
It is also worth noting the system will always increase sequentially off the highest existing number; if you have an estimate number 123000, for example, but want to use a four-digit sequence instead, you will need to make sure no estimate numbers are greater than your preferred four-digit number, so the system will sequence correctly.