Search estimates page

Step by Step Guide:

Search for an estimate via jobs.

1. Navigate to JOBS>Jobs.

2. Select a Job from the list.

3. On the Job Details page, click on Activity > Estimates.

4. You will be directed to the Search Estimates landing page.

Search for an estimate via the Search Estimates Page.

5. Navigate to JOBS > Estimates.

6. The Search Estimates landing page will be presented.
The following filters, buttons, and hyperlinks are available on this page:

• Audit Trail
• Other Estimate Reports
• Scheduled Invoices Report
• Margin Summary
• Revenue Tracker
• Templates
• Email
• Excel
• Preview
• Print
• Layout Additional Page Options:
• Job No. - Enter a job number.
• Job Description - Enter a job description.
• Client - Enter a client.
• Product - Enter a Product
• Entity - Choose an entity.
• Office - Select an office.
• Job Type -Enter a job type.
• Campaign - Enter a campaign
• Job Manager - Enter the job manager.
• Only Jobs Opened Since - Select a date.
• Added By - Enter a name.
• From Date - Enter a from date.
• To Date - Enter a to date.
• Layout - Select how you want to display your estimate.
• Estimate Title - Enter an estimate title.
• Show Approved? - Choose the estimate status.
• Invoiced By Client - Choose an invoice status.
• Probability - Select the probability status of the estimate.
• Amount - Select how to display the amount.
• Show Estimates For Inactive Jobs? - Check to show estimates for inactive jobs.
• Show Superseded Estimates? - Check to show superseded estimates.
• New Estimate - Allows you to create a new estimate.
• Clear Filters - Clears the information placed in the filters.

7. After selecting a job the Submit, Save as Template, Post, Unpost, and Delete buttons appear.

8. Hyperlinks and their Description:

• Other Estimate Reports - Select the type of estimate report.
  • Project Estimate Report
  • Multi Estimate Report
  • Estimate Variance Report
• Scheduled Invoices Report - Invoice reports can be scheduled based on offices, job managers, clients, or products.
• Margin Summary - View a margin summary of an estimate.
• List Export - The list of estimates can be exported to an Excel sheet.
• Templates - Sends you to the search estimate template landing page.
• Email - Send an email regarding the estimate.
• Preview - Preview the estimate.
• Print - Export the estimate.
• Layout - Allows you to hide and unhide columns, specify the order of columns, and define the data sort to be applied on the page.