In the "Own" estimates submodule, the estimator can find detailed information about estimates and estimation for the present month as well as estimator files.



It by default shows the plan for the current month. To view the plan for the previous or the next month, please click on the “Previous Month” or “Next Month” buttons accordingly.

In the “Planned” section you can find the information about your planned estimations for the month.
The estimator can also find their estimates by the quality and by the sum in the “My Estimates by Quality” and “My Estimates by $” fields.
The estimator can also see how much income was made by them and by other estimators in the “Made” field.
“My Declined Estimates by Reasons” shows declined estimates of the estimator with their reasons.

Below that, the estimator can find the list of their estimates.



To edit the estimate, please click on the “Pencil” icon.
To view the estimate on the client’s profile, please click on the “Eye” icon.
To view the Estimates pdf, please click on the “File” icon.
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