1. At the top of your page, click the Estimates tab.
2. Use the search bar to find estimates. You can search by contact name, estimate ID (#), job address or value of the project.
Example 1: Searching for an estimate where the contact's name begins with Lon - all estimates with Lon in the contact name appear:
Example 2: Searching for an estimate using a specific estimate ID (#).
Use the advanced search & export function to refine your results
1. Press the advanced search & export button on the far right side of the Search bar
2. The search parameters will expand and you can select from additional search options.
Example: Looking to find Interior estimates between Jan 1st and Feb 29th, 2024.
3. Select Search to display your results in the estimates tab. Click the x on the filters to remove them.
4. If you choose the Export option, a .csv file of the results will begin downloading to your device.
Questions? Reach out to our support team!