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April 11, 2020
Question

Is there a tracking feature for estimates like there is for invoices? Something that shows when the estimate was opened?

  • April 11, 2020
  • 1 reply
  • 2 views
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1 reply

LieraMarie_A
Level 8
April 11, 2020

Thank you for posting here in the Community, @zeb-atkinson.

 

I can see how tracking the latest status of your estimates would be useful for business owners.

 

The Estimates available status at this moment is Sent by email. You can run the Estimates by Customer report. This report will provide you the name of the customer, estimate number, and other information. You can customize and add the Sent column so that you can see if you emailed it or not.

 

Here's how:

  1. Go to Reports.
  2. In the Find report by name field, enter 'Estimates by Customer.'
  3. Click Customize.
  4. Under Rows/Column, click Change columns and select Sent and Delivery Address.
  5. Run report.

 

I'll let our engineers know your feedback about tracking estimates like the invoices do, so they can consider adding it in future updates.

 

If you have other concerns, please let us know. Have a great day.