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:

  • Mark as Won or Lost
  • Edit or Delete
  • Save, Send, or Print
  • Convert the estimate into a Job or an Invoice

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:

  1. Click Add New.
  2. The Add Estimate window will open and switch to the Estimates module.
  3. The customer’s name and location will be auto-filled.
    • If there are multiple service locations, choose the correct one.
  4. Click Proceed and complete the estimate form.
  5. Click Actions>Save and Close