How to use Estimate listing?

You can easily sort your estimate list using the following steps:

  • Click on the up and down arrow top right corner to get ascending and descending estimate order.
  • Tap on Sort bottom center label to get more sorting options.
  • You can sort estimates list by Sort such as Estimate Date, Estimate Number, Client Name.
  • You can sort estimates list by Year such as All Tax Years, Current Year.
  • You can sort estimates list by Pending or Done such as All, Pending (An estimate which is neither approved nor declined), Done (An estimate which is either approved or declined).
  • You can sort estimates list by Status such as Sent, Unsent, Opened.
  • You can sort estimates list Order by Ascending or Descending.
  • Click on the Apply label top right corner in the popup window.
  • Swipe right to left on the estimate list to get the delete option.
  • Search estimates by clicking on the Search icon top right corner.
  • Tap on the "+" button to create a new estimate.
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