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:
- Go to Dashboard
- Click Recent at the top left of the page
- Select Recent Estimates
- 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
- To go to an estimate, click the EST number
- To view the customer’s details, click their name