Find and open an estimate

You can use the Estimates Listing page to find and open estimates. You can also use filters to limit the estimates displayed on the page.

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

  2. If needed, filter the Estimates Listing grid.

    1. Click <strong>Search</strong> Search. The Estimate Search section expands.

    2. Enter filter criteria as needed.

      Field Definition

      Estimate

      Estimate number

      Note: By default, an order number contains 12 digits. If your company uses the Auto Zero-fill Order Numbers option, and they have set up shop prefixes, the system replaces leading zeros with the prefix. When you search for an estimate, enter the prefix and the order number (for example, 1-749) and then press TAB. The system will add the correct number of zeros in this field.

      Unit

      Unit ID

      Customer

      Customer ID

      Shop

      Shop ID

      Status

      Estimate status

      Options include:

      • Canceled

      • Closed

      • Complete

      • Open

      Date Opened

      Date repair order was opened

      Options include:

      • Today

      • Yesterday

      • Week to Date

      • Month to Date

      • Year to Date

      • Custom

      From

      Start date range

      To

      End date range

      Order Type *

      Type of order

      Options include:

      • Estimate

      • Template

    3. Click Search.
      The Estimate Search section collapses, and the results are displayed in the Estimates Listing grid.

  3. In the Estimate field, click the order number that you want to open.
    The Estimate page opens.