Quick Access to Client Information
At the top of the Estimate Dashboard, you will see a row of client name cards. Clicking on any of these cards will take you directly to that client's information tab in the CRM, where you can review or update their details without leaving the estimate workflow.
Client name cards at the top of the Estimate Dashboard
The Estimate Dashboard
When you open the Estimate feature, you land on the Estimate Dashboard. This is a table of all projects that have at least one estimate written for them.
Note: The dashboard lists projects, not individual estimates. Once you click into a project, you will see all the estimates written for that specific project.
The Estimate Dashboard shows your list of projects with estimates.
What you will find on the dashboard:
Search bar — quickly find a project by name or client
Filters — narrow the list by status, date, or other criteria
Export — download your estimate data
Status column — see where each estimate stands at a glance
Create New Estimate button — start a new estimate for an existing or new client
Search Bar View
On the Estimate dashboard, a search bar allows users to quickly filter projects. The search bar can filter based on the columns client & project name, lead added by, email, phone #, address, lead source, or custom fields added as columns. However, it cannot filter by status, assigned to, date created, or date sold.
Filters View / Filters Panel View
The filters panel lets you narrow results by status, date, and more. Click Filters to open the filter/sort pop-up.
Sorting
Newest leads first
Oldest leads first
Filter options
Lead Status: Select one or multiple statuses
Date: Last 7/28/90 days or a custom range
Lead Source: Select one or multiple sources
Temporarily Apply vs Save as Template
Temporarily Apply: Great for quick sorting, but resets after reload.
Save as Template: Saves the list with the filter permanently so the user can see the list in the future. The filter can be used in the client list for the Default View or Custom lists, but not in the Pipeline View.
Export Option
Click Export to download the list of projects with all the column data in Excel.
Create New Estimate Button
Click 'Create New Estimate' to begin. You can select an existing client or create a new one from this screen.
Inside an Estimate
Click on any project from the dashboard to open the estimate workspace. This is where the actual work happens.
What you will find inside:
Line items — the individual services or materials that make up your estimate
Pricing and cost details — labor, materials, and markup calculations
Profit tab — a summary of your projected profit margins
Proposal section — the client-facing version of your estimate that you send for approval
Estimate Record with Line Items Open
Line items — the individual services or materials that make up your estimate.
Next Step: