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How do I track which estimates have been approved?
How do I track which estimates have been approved?

Easily mark which estimates have been approved by the customer

Alyssa Moretti avatar
Written by Alyssa Moretti
Updated over a week ago

Video tutorial:


Step-by-step instructions:

1. From your dashboard find the "Estimates" report and click on the eye icon to be taken into the estimates report.

2. Find the column for Job Status. If you do not see it, then click on Table columns and then check the box next to Job Status so it appears.

3. Click on the light blue funnel icon to the right of Job Status. From the drop down, select approved. Press Filter.

4. You will likely want to further filter this list by date. Find the column for Date and click on the light blue funnel icon to the right. Then select your date range and press Filter.

*The date refers to the date that the estimate was scheduled for*

Click here to go directly to your estimates report to track approved estimates.

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