Estimates are organized under three tabs, based on their status:
- Active: Estimates that are saved, sent, viewed, accepted, or have been converted to an invoice.
- Draft: All draft estimates.
- All: All estimates, including expired.
Ensure you are searching under the correct tab when looking for an estimate.
Find an estimate in your web browser
Find an estimate in the mobile app
Find an estimate in your web browser
- On the left-side menu, click Sales & Payments > Estimates.
- At the top, you can filter by customer name, estimate status, and date range.
- To search by estimate number, type the number in the search bar, then hit enter on your keyboard.
To clear filters, click the X beside the filter, or click Clear all filters.
Find an estimate in the mobile app
- On the bottom menu, tap Sales, then Estimates.
- To filter by estimate status, date, and customer, tap Filter.
- To search by estimate number, enter the number in the search bar.
- Tap Apply.
To clear filters, tap Filters, then Clear all filters.