Find, filter, and sort estimates

Find estimates, review their totals, and customize the Estimates list.

Find an estimate

Select Estimates in the sidebar.

To search, enter an estimate ID, a job ID, or a customer name in Search estimates, then press Enter.

To filter estimates, select one of the filters above the list:

Filter	Filters by
Status	The estimate’s status. You can select more than one.
Date created	The date the estimate was created
Estimate date	The estimate date shown on the estimate, which you can edit
Expiration	Whether the estimate has expired: All, Not expired, or Expired
Created by	The user who created the estimate
Salesperson	The estimate’s salesperson, or No salesperson

For Date created and Estimate date, choose a preset range or select dates on the calendar.

Selecting several options in one filter shows estimates that match any of them. Combining different filters, or adding a search, narrows the list to estimates that match all of them.

The total at the bottom of the list includes every estimate that matches your search and filters, across all pages.

Note: To see only one job’s estimates, open the job, then select Finances > Estimates.

Review estimate totals

The summary cards at the top of the list show the number and total amount of estimates in each group:

Card	Includes
Draft	Draft estimates
Awaiting response	Pending estimates that haven’t passed their expiration date
Won	Accepted, Partially converted, and Converted estimates
Not yet invoiced	Accepted and Partially converted estimates. Shows the amount remaining to be invoiced.
Expired	Pending estimates whose expiration date has passed

The cards cover the period selected in the Estimate date range next to them: Last 7 days, Last 30 days, Last 60 days, or Last 90 days.

Select a card to filter the list to that card’s estimates. While a card is selected, the list also uses the card’s date range. With no card selected, the date range changes only the cards.

You can select one card at a time. Selecting a different card switches the list to that card. To deselect a card, select it again.

Note: Selecting a card sets the related filters. If you change a filter, the card is deselected.

Sort and customize the list

Select a column heading to sort by that column, in ascending or descending order. All columns can be sorted except Job type and Job name.

To show or hide columns, select the gear icon above the list, then turn columns on or off in Manage table columns. ID is always shown. Your choices are saved in your browser.

To show more estimates on each page, select 25 per page and choose 50 per page or 100 per page.

Clear filters

Each search and filter you use appears in a row above the list. Select × next to one to remove it, or select Clear all to remove them all.

Manage several estimates at once

Select the checkbox next to each estimate, then select Bulk actions and choose Decline estimates, Download PDFs, or Delete estimates.

Decline estimates and Delete estimates skip any selected estimates that are Accepted, Partially converted, or Converted.