I would like to set up a user to be able to view and edit Pending Estimates only. I selected the appropriate boxes when making a custom user in QBO Advanced. Then I checked the users view and they can see everything on the Estimates page including converted Estimates.
I want to be able to do this for my field service techs so they can edit the Estimate in the field and select the items they used on the job. I don't want them to see other jobs that have been converted and the dollar amounts on those.