Locking Estimates

Learn how to lock estimates in PataBid Quantify to prevent unauthorized changes and maintain estimate integrity. This step-by-step tutorial covers estimate locking features and user permission settings. In this video, you'll discover: ✅ How to lock estimates with one click ✅ Visual indicators for locked estimates (red highlighting) ✅ Setting up user permissions for estimate locking ✅ Controlling who can lock vs unlock estimates ✅ Preventing accidental estimate modifications Timestamps: 0:02 - Locking estimates within PataBid Quantify overview 0:07 - How to lock an estimate using the lock checkbox 0:16 - Visual red highlighting for locked estimates 0:21 - Comparing locked vs unlocked estimate colors 0:32 - User permissions requirements for locking 0:42 - Setting estimate lock and unlock permissions 0:51 - Configuring users with lock-only access 0:55 - Demonstration of lock permission without unlock 1:08 - Testing unlock restrictions with limited permissions 1:13 - What happens without any lock permissions 1:24 - Error messages for insufficient permissions 1:37 - Managing per-user permission settings Why lock estimates? Locking estimates ensures your final bids remain unchanged after submission, preventing costly errors and maintaining professional credibility with clients and general contractors. 🎥 For a more in depth video on all of Quantify's user permissions, check out this video: https://www.youtube.com/watch?v=AAVowP9ud-g Ready to Transform Your Electrical Estimating Processes? 📅 Book a demo: https://quantify.patabid.com/u/registration/ 🔗 Learn More: https://www.patabid.com 🌐 Visit our website: https://patabid.com 📧 Email questions: [email protected] 📞 Call our sales team: 1-877-472-8224 👉 Subscribe for more electrical estimating tutorials and learn advanced techniques for how to estimate electrical work! 🔗 More Feature Snippets: https://www.youtube.com/playlist?list=PLMRSQF3k1KbVka1foWDd14d4jrnCEYC1w #constructionestimating #electricalcontractor #estimatingsoftware #constructiontech #electricalestimating #ContractorTips #constructionsoftware