Run the Estimate report

This report lets you view the estimate for services.

  1. Go to Menu > Orders > Estimates Listing. The Estimates Listing page opens.

  2. Select an estimate row.

  3. Near the top-right corner of the page, select the Reports menu.

  4. Select Estimate Report. The Report Viewer window opens.

  5. Complete the fields in the Options Panel.

    • Shop

    • Estimate Number

    • Unit

    • Customer

    • Price Table

    • Estimate Date

    • Status

    • Override Taxes

    • Override Fees

    • Odometer

    • Bill-to Customer

  6. Select Run Report. The Estimate Report opens.

A sample Estimate report