Refresh a Service

Services that are out of date will require a "Refresh Pricing" before they can be added to Estimates.  These services will be greyed out and cannot be selected until they are updated. To Refresh Pricing, follow these steps:

1.   Go to the Costbook.

2.   Click on the Services link.

3.   Click on the Service Name to open for editing, click on the Actions Button and Select Refresh Pricing.

4.   A confirmation prompt will appear, if you'd like to continue with the Refresh, click Refresh Pricing or to disregard the Refresh, click Cancel.