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Setting Custom Estimate Number Sequence

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Best Suited for:

  • Back Office administrators
  • Users responsible for configuring Company Preferences
  • Managers who oversee numbering conventions for estimates

Important Information:

  • The estimate number sequence is initially configured within Company Preferences
  • The estimate number sequence only considers integer values 
  • The system will always continue numbering sequentially from the highest existing estimate number
  • Manually adjust the estimate numbering sequence to continue with a unique set of numbers
    • If higher‑numbered estimate exists, they must be renumbered or adjusted before using a lower sequence
    • Alpha numeric character combinations can be used, and, if used, will remove the job number from the sequence
  • Estimate number sequencing includes numbers from deleted estimates
  • Once all of the large estimate numbers have been updated, update the most recent estimate number to the desired sequence
  • Estimates, jobs and invoices can each have their own unique numbering sequences

Setting the Initial Estimate Number Sequence (No Existing Estimates):

  1. Navigate to My Office
  2. Select Company Preferences
  3. Locate the setting labeled Set Own Estimate & Job Number Sequence
  4. Enable the setting
  5. Enter the desired starting estimate number in the available field
  6. Select Save Changes
This sets the initial sequence for all future estimates.

Resetting the Estimate Number Sequence (Existing Estimates):

If estimates already exist, the sequence must be reset by editing the most recent estimate number.
  1. Open the most recent estimate in View or Edit mode
  2. Select the estimate number (blue link)
  3. Enter the new starting number
    • Example: Changing the most recent estimate from 1035284 to 20265001 causes the next estimate created to be 20265002
  4. Select the blue check-mark to save the change
  5. Save the estimate

Verifying the Updated Estimate Number Sequence:

  1. Create a new estimate
  2. Confirm the estimate number increments sequentially from the updated value
  3. Verify the format matches the intended numbering range

Adjusting Higher Existing Estimate Numbers:

If estimates already exist with numbers higher than your desired range, the system will continue numbering from the highest existing estimate. To reset the sequence:
  • Update or adjust any estimates with higher numbers to a lower value
  • Or add a letter to the estimate number to preserve uniqueness
The system will always increment based on the highest existing estimate number, including deleted estimates.

Additional Resources: