Articles on: Estimates

Estimates List

Managing estimates can be a time-consuming and complex process for businesses of all sizes: from creating and tracking estimates to communicating with customers and managing approvals, there are many steps involved in the estimates management process.

ArboStar's "Estimates List" module is designed to simplify and streamline this process, offering a range of advanced features to help businesses save time, increase efficiency, and improve their bottom line.

"Estimates List" module also helps businesses speed up the sales cycle by simplifying the estimates management process. By providing a centralized platform for creating, managing, and tracking estimates, you can quickly and easily communicate with customers, obtain approvals, and close deals.
This will result in improved customer satisfaction, and increased revenue.

You can find the estimates on the web via live search, on the client's profile or by navigating to the "Estimates list" section of the "Estimates" module.

One of the key benefits of this module is its advanced search and filtering capabilities.
The list can be filtered based on Client Name, Address and Date by clicking on the "Filter" icon above the required column.

It is also possible to sort and filter estimates by the last sent email.
You can see the state of emails and whether they were accepted or declined by the customer.
To sort an estimate by email state, click on the "Filter" icon above.

Different letters next to the date mean different email stages. Below you can find the list of all email statuses:

To see the meanings of the statuses click on the "?' sign next to the "Last Email" field.

You also can filter the estimates by other factors.
This can help you stay organized and on top of your estimates management process, reducing the risk of errors and missed opportunities.

By clicking on the blue button you’ll be presented with the option to filter the estimates by their statuses.
For more detailed and advanced filtering, click on the "Filter" button, where you can filter the estimates based on a range of criteria, including date, services, estimators’ name, price, etc.

You can also:
Edit an estimate by clicking on the “Pencil” icon
View estimate details on the client's profile by clicking on the “Eye” icon.

As the "Status" bar is active, you can change the status of multiple estimates from the same page.
For that, click on the status, from the pop-up window choose the new status for the estimate and click "Save".

Updated on: 19/04/2023