Discover how to create and manage estimates efficiently for client projects, making sure all essential details are captured before generating a work order.

Lets estimators view all estimates assigned to them, including statuses, revenue, and declined reasons, with interactive graphs and filters for date, quantity, and financial data.

The Estimates List shows all system estimates with details like client, date, status, and services, offering filters, sorting, and quick actions for editing, emailing, or viewing each estimate.