Video Walkthrough
Step-by-Step Instructions
Listing Page
The Estimates listing page will display all of the Estimates across all jobs and accounts. This is helpful for when you want to have a birds-eye view of how many outstanding Estimates are in the pipeline. It can also be used by comfort advisors to filter by the Estimates that they have created to follow up with customers.
At the top of the page are the Estimate Scorecards. These scorecards offer high-level KPIs for all historical Estimates in the system, categorized by status.
The scorecards include:
Outstanding (Created, Sent, Reviewed)
Accepted
Voided
Closed - Lost
Beneath the scorecards you can find the Search, Filter, and Sort bar. You can search by a number of criteria, such as account name, address, and job type.
For filters, you can select from Job Classes, Estimate Status, Created By, and Time Frame.
The list can be Sorted by Issue Date (Newest), Issue Date (Oldest), Dollar Amount (Highest), and Created By (A–Z).
The Estimate List is organized into the following columns:
Actions: Edit, Download PDF, Print, Change Status, Change Selected Option (if "Accepted")
Details: Estimate Number, Account, Job, Location, and Estimate Options
Status: Draft, Created, Sent, Reviewed, Accepted, Voided, Closed - Lost
Contact: Name, Phone Number, Email (if a phone number doesn't exist)
Created Date: Date the Estimate was created
Created By: the person who created the Estimate
Estimate Details Page
Clicking on the Estimate Number will take you to the details page.
Here you'll be able to access actions like editing or sending the Estimate or sending a financing link through Wisetack. To learn more, view the Creating and Managing Estimates article.
