Articles on: Estimates

Own Estimates

In the "Own" estimates section, the estimator can find detailed information about estimates by quantity, $ and the amount of money made.

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.

“My Declined Estimates by Reasons” shows declined estimates of the estimator with their reasons accordingly.

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

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

Updated on: 04/01/2023