Customer Profile: Manage Estimates
Under the Estimates tab in a customer’s profile, you’ll see a list of all estimates created for that customer.
Each estimate shows:
- Estimate number
- Date created
- Who created it
- Total amount
- Status (Draft, Sent, Won, Lost, Scheduled, or Invoiced)
📌 The estimate list works the same whether you access it from the Customer Profile or the main Estimates module.

Finding Estimates
You can search for a specific estimate using:
- Estimate number
- Service location
- Estimate value
Use filters to narrow down the list by:
- Estimate status
- Date range
Managing Estimates
From the list, you can:
Click the 3-dot menu next to an estimate for more options. For multiple estimates, use the More Actions button for bulk updates.
If the estimate has been converted, you can also:
- Click View Job to see the related job
- Click View Invoice to see the related invoice
Create a New Estimate from the Customer Profile
To create a new estimate for a customer:
- Click Add New.
- The Add Estimate window will open and switch to the Estimates module.
- The customer’s name and location will be auto-filled.
- If there are multiple service locations, choose the correct one.
- Click Proceed and complete the estimate form.
- Click Actions>Save and Close