How do I view estimates that are unopened?

  • Go to ‘View reports’, >> ‘Reports’, >> ‘Un-opened estimates’

  • You can select the current month, previous month or a date range to view all the unopened estimates of the month.

  • The unopened estimates will be displayed

    01

    • How do I view opened estimates?

    • Go to ‘View reports’, >> ‘Reports’, >> ‘Opened estimates’
    • You can select the current month, previous month or a date range to view all the opened estimates of the month.
    • The opened estimates will be displayed

      • 01

    How do i view rejected Estimates?

  • Go to ‘View reports’, >> ‘Reports’, >> ‘Rejected estimates’
  • You can select the current month, previous month or a date range to view all the rejected estimates at the month.
  • The rejected estimates will be displayed

    • 01

    How do I view accepted estimates?

    • Go to ‘View reports’, >> ‘Reports’, >> ‘Accepted estimates’
    • You can select the current month, previous month or a date range to view all the accepted estimates at the month.
    • The accepted estimates will be displayed

    01

    How do I view all estimates?

  • Go to ‘View reports’, >> ‘Reports’, >> ‘All estimates’

    • all estimate 01

  • You can select the current month or previous month or a date range to view all the estimates that you created during the time period you selected.

    • all estimate 02

  • Select the ‘Export report in excel’ to create, view and export estimate reports in excel