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What's New - Redesigned Estimate Form
The Estimate form has a new look!
JANUARY 21, 2024
Overview
We applied our updated UI treatment on the Estimate form. With this re-design, managing Estimates in Accountability is easier than ever. Check out this short video.
What changed?
In addition to a simplified user interface, we also enhanced the task type search functionality. We also made it easier to insert new lines to an existing estimate. Learn more below.
😎Simplified and cleaner user interface
- The grid treatment makes it easier to view data for each column
- The Total line is always visible regardless of where you scroll on the grid.
- The primary details about the Estimate are the only visible information on the header by default.
- Additional Estimate details do not take up "screen real-estate" and grouped within the
Settingsmenu option: General Settings, Contact, Notes, Options, Margins - Estimate-level transactions and activities are now grouped within the
Activityoption: Client Job Invoices, Scheduled Client Job Invoices, Purchase Orders, Revenue Tracker, Resource Tracker, Send Via Email, Send via Message, Supplier Bids - Action buttons
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- The primary action buttons are now on the upper right-hand of the page.
- The
PostandUnpostaction dynamically changes based on the state of the Estimate.
- The
- Line-item actions are visible at the bottom of the page when one or more editable lines are selected.
- The primary action buttons are now on the upper right-hand of the page.
🚀Enhanced Task Type search
You asked, we delivered. Instead of a drop-down, we have applied our standard search widget on the Estimate form.
Click on the magnifying glass to search for a task type. You can search for a Task Type Code or Task Type Name. You can also now filter the list based on the Charge Type.
📢 Save to insert a line
In the old Estimate form, you had to click the Insert button to "insert" the line you're adding. Now, you can simply click Save and the system will insert the header, sub-header or task type you're adding in the location you chose.
You still need to click the 
icons to insert above or below the line selected.
Tell us what you think
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