Estimates Dashboard Overview

Estimates Dashboard Overview

Here you can look for a specific customer estimate, manually create a new estimate, or filter your estimates for a specific estimator.

Filter by Date

Enter both a From and To date to see estimates from that date frame. 
      Note: A more specific set of instructions can be found here.


Filter by Estimator

From the drop down select the specific estimator you would like to see.
      Note: A more specific set of instructions can be found here.


Search for specific Estimate

Enter your specific search criteria and hit enter.
      Note: A full list of search terms and more specific instructions can be found here (at the bottom).


Manually Creating Estimate

For estimates not brought in with the Desktop Watch Client. You can make them here.
      Note: A more in depth look of an estimate and a more specific set of instructions can be found here.



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