View Recent Estimates

View recent estimates

The recent estimates page shows any recent estimates created. Users can view their recent estimates or all recent estimates. To do this:
  1. Go to Dashboard
  2. Click Recent at the top left of the page
  3. Select Recent Estimates
  4. Use the drop down menu at the top right of the page to select All Dashboard to show all recent estimates or My Dashboard to show your recent estimates
  5. To go to an estimate, click the EST number
  6. To view the customer’s details, click their name

Scroll to top