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Estimate reporting

This guide explains the available report for viewing and analyzing Other Estimates.

Step by Step Guide:

    1. In addition to exporting a summary or detailed view of your Estimates from the Search Estimates page, you have access to Other Estimate Reports listed below:

    • Project Estimate Report - To see line item details for one or more estimates.
    • Multi Estimate Export - To compare total hours and cost by Estimate line item across multiple jobs.
    • Estimate Variance Report - To see the variance by line item between two Estimates within a single job.

    2. Navigate to JOBS > Estimates.

    3. Use the Filters to narrow down your search, or scroll through the list of Job No.

    4. Check the box/es next to the Job No. that you wish to view the report on.

    5. Click on Other Estimates Reports located at the top of the page.

    6. Select a report from the following options.

    7. Click OK.