View your customer's estimate and invoice history by following the steps below. 

1. Click the 'Customers' icon in your navigation bar

2. Click the name of the customer whose history you'd like to view 

3. In the customer profile, click on 'Jobs and Estimates'

You can customize your view and filter dates in this section by clicking the icons above the list of jobs, on the right side of the screen (see below)

To customize your view: 

  • Check the columns you'd like included

  • Click 'Done'

To filter the dates shown:

  • Set your dates and click 'X' 

View a Customer's Billing Invoice History

Estimate/Job Details Page

Delete a Job or Estimate

Cancel a Job or Estimate

Restore Deleted/Canceled Jobs and Estimates

Want to successfully complete more jobs?
Check out the
keys to employee and customer satisfaction

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