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Manage Estimates

Download Manage Estimates PDF

Edit an Estimate

  1. Find the estimate you want to change in the list.
  2. Click the 3-dot menu next to it.
  3. Choose Edit from the dropdown.
  4. Make your changes.
    Note: You can only edit estimates that are in Draft or Lost status.
    Estimates that are Won, converted, or scheduled cannot be edited.
  5. Click Save to keep working, or Save and Close to return to the main list.

Delete an Estimate

Delete One Estimate

  1. Find and open the estimate.
  2. Click the Actions button.
  3. Choose Delete from the dropdown.
  4. Confirm by clicking Yes in the pop-up window.

Delete Multiple Estimates

  1. Check the boxes next to the estimates you want to delete.
  2. Click More Actions.
  3. Select Delete from the dropdown.
  4. Confirm the deletion.

Send an Estimate

  1. Find the estimate you want to send.
  2. Click the 3-dot menu next to it.
  3. Select Send.
  4. In the Email Estimate window, click Send.

The estimate will be emailed to the contact listed in the estimate.

Preview and Print Estimate

  1. Find the estimate.
  2. Click the 3-dot menu.
  3. Choose Preview.
  4. On the print preview page, adjust the print settings as needed.
  5. Click Print to start printing.

Mark an Estimate as Won 

Mark One Estimate

  1. Find the estimate that was approved by the customer.
  2. Click the 3-dot menu.
  3. Select Mark as Won.
  4. Confirm the action by clicking Yes.

Mark Multiple Estimates

  1. Select the estimates by checking the boxes.
  2. Click More Actions.
  3. Choose Mark as Won.
  4. Confirm the action.

Mark an Estimate as Lost

Mark One Estimate

  1. Find the estimate that was declined.
  2. Click the 3-dot menu.
  3. Select Mark as Lost.
  4. Confirm by clicking Yes.

Mark Multiple Estimates

  1. Select the estimates using the checkboxes.
  2. Click More Actions.
  3. Choose Mark as Lost.
  4. Confirm the action.

You can also mark an estimate as lost when it’s open.
Go to the Actions tab and choose Mark as Lost.

Download a PDF of an Estimate

  1. Find the estimate.
  2. Click the 3-dot menu.
  3. Choose Download PDF.
  4. Choose file destination.
  5. Click Save to download the file.
  6. The estimate will be downloaded to your computer.

You can now email, print, or edit the estimate as needed.

Need to turn an estimate into an invoice or job?
See: Convert Estimates – IndusTrack Support