The Accepted Estimates Report compiles all the important details for every accepted estimate in your account, giving you a quick and organized way to track accepted jobs.
Overview
In the summary section, you’ll find a table of useful data that includes:
Acceptance Date: The date the estimate was accepted.
Estimate: Click the document number to open the estimate directly.
Estimate Type: Quickly see the type of project.
Contact Name: Click the client's name to jump straight to their profile.
Acceptance Method: See how the estimate was accepted—whether manually by the estimator, in preview mode on-site, or through the link emailed to the client.
User: The team member who created the estimate.
Total: The estimate's value at the time of acceptance.
Graphs: Use the graphs at the top of the report to get a visual overview and explore the in more detail.
Filtering
Create more detailed reporting by setting your parameters in the Filters section to the right.
Exporting
Export your report by selecting the Export button in the Summary header. This will initiate a download of a .CSV file to your device.
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