How to Filter and Search Your Estimates

Overview
Quickly locate specific estimates by client, status, date range, or search term.

Steps

1. In Finance > Estimates, use the top-row controls:

   • Client dropdown to filter by client

   • Status dropdown (Waiting, Sent, Accept, Reject, Canceled)

   • Date range fields (Start Date to End Date)

2. Enter keywords or estimate numbers into the Search box.

3. The list updates in real-time to match your criteria.

Tips

• Combine multiple filters (e.g. client + status) to narrow results.

• Save frequent filter combinations in your browser bookmarks for one-click access.

Troubleshooting / FAQs

• Q: Filters aren’t applying.

  • A: Ensure you click outside the filter dropdown to apply; then press Enter in the search box.

• Q: I still see old estimates.

  • A: Check that your date range includes their creation dates.