Jobs & Estimates Pages

New jobs and estimates pages that can be accessed via Customers tab

Sienna Magee avatar
Written by Sienna Magee
Updated over a week ago

This feature is currently in beta testing and is not yet available for all Pros. Features in beta testing are subject to change based on the feedback we receive.

Open the new Jobs and Estimates lists by clicking into the Customers tab and then into each page from the left menu navigation.

Each page enables you to take actions on your list of jobs or estimates, including:

  • Search all jobs/estimates by any field

  • Filter by common fields such as Status, Customer, Employee, Scheduled Date, and more

  • Edit Columns to adjust what fields are shown in your table

  • Create a job or estimate easily. This is the same functionality as the New button in the main navigation

  • Export your list of jobs or estimates

  • Import your jobs

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