Search estimates page

Get to know the search estimates page from top to bottom.

Search for an estimate via jobs.

Steps:

1. Navigate to JOBS > Job.
2. Select a job.
3. On the jobs 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.

Steps: 

1. Navigate to JOBS > Estimates. 
2. The Search Estimates landing page will be presented.
3. The following filters, buttons, and hyperlinks are available on this page.
   
   
   

   Additional Page Options: 

   Filter	Description
   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   Show Superseded Estimates?	Check to show superseded estimates.

   Buttons	Description
   New Estimate	Allows you to create a new estimate.
   Clear Filters	Clears the information placed in the   filters.

    

   After selecting a job, the Post, Unpost, and Delete buttons appear.

    

   

    

   Hyperlinks	Description
   Other Estimate Reports	Select the type of estimate report. Project Estimate Report Multi Estimate Report Estimate Variance Report
   Scheduled Invoices Report	View scheduled invoice reports.
   Margin Summary	View a margin summary of an estimate.
   Revenue Tracker	Sends you to the revenue tracker landing   page.
   List Export	Choose how to export the estimate.
   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.