List of Estimates

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Listofestimate.jpg

Generate a list of all job estimates in the system.

Job Period

Filter report for specific job period(s).

Enter desired time period in (MM/YY) format. Click on the (+) icon to select multiple periods.

Company

Filter report for specific company(s).

Enter company code, search for existing company or create new company.

Client Group

Filter report for specific client group(s).

Enter client group code, search for existing client group or create new client group.

Client

Filter report for specific client(s).

Enter client code, search for existing client or create new client.

Supplier

Filter report for specific supplier(s).

Enter supplier code, search for existing supplier or create new supplier.

Estimate Status

Filter report for specific estimate status(s).

Enter existing estimate status code or Search for specific estimate status.

Possible Status Values: 'Issued', 'Draft', ‘Approved’, 'Cancelled' and ‘Delivered’