The estimate dashboard allows you to quickly see how many estimates you have recently performed as well as what portion of those estimates have resulted in jobs. An estimate that is copied to a job is considered a won estimate that has gone from being an estimate performed to a job that will result in a paid invoice for your business.
This dashboard report can be filtered and sorted by date range and table columns. Click the eye icon to edit your report.
Check out 8 shifts in home service business trends that may be affecting your business.