Estimate tags are a powerful and intuitive feature designed to enhance your estimating process. With estimate tags, you can efficiently organize and categorize your estimates just like you would with contacts in a CRM. By applying custom tags to individual estimates, you will be able to sort, filter, and search for specific estimates with ease.

This feature enables seamless collaboration among team members, allowing them to quickly identify and access relevant estimates based on shared tags. Whether you want to mark estimates by priority level or best fit (and so much more!), estimate tags help you to tailor your workflow and streamline your estimating efforts.

1. Go to your Account Settings > Estimates > Estimate tags section.

2. Click +Add New Tag

3. Label your tag and select a custom color.

1. While on an estimate, click the status of the estimate in the top left.

2. Select one or more tags from your list.

3. Estimate Tags will show along the top of the estimate for internal reference.
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1. Go to your Estimates page

2. Click the Advanced Search & Export

3. Use the filter to find estimates with a specific tag(s).
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