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