Search for an Estimate

Find estimates quickly using search by contact name, estimate ID, job address, value, or advanced filtering with export options.

In PaintScout, you can find any estimate by searching for the contact name, estimate ID, job address, or project value.

How to search for an estimate

1. Click the Estimates tab at the top of your page.

2. Type your search term in the search bar. 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 (#).

1. Click the Advanced Search & Export button on the right side of the search bar.

2. The search parameters expand, revealing additional filter options. Example: Finding Interior estimates between Jan 1st and Feb 29th, 2024.

3. Click Search to display results. Click the x on any filter tag to remove it.

4. Click Export to download a .CSV file of the results to your device.

Filtering the Dashboard

Learn how to use dashboard filters to refine sales metrics by date range, estimate type, and individual estimator performance.

Filter & Export Estimates

Use advanced search criteria to filter estimates and export results to CSV files for external analysis and record keeping.

Last updated 13 days ago

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