The All Estimates report provides a comprehensive view of every estimate in your account, giving you a quick and easy way to track, organize, and view your jobs and projects.
By reviewing this report, you can:
Track the status of every estimate, allowing you to quickly view how many estimates are in progress, accepted or declined.
Understand the value of your estimates.
Monitor trends in job size and type of your estimates.
What You’ll See in the All Estimates Report
Breakdown by Status: View the number of estimates with each selected status (i.e. draft, viewed, accepted).
Breakdown by Type: See how many estimates of each type are in your account.
Breakdown by Job Size: Understand how your estimates are distributed across their dollar value.
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