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Estimates Dashboard Overview
Estimates Dashboard Overview

Understanding your Estimates Dashboard to help you efficiently manage and convert estimates to jobs.

Tiffany Hayden avatar
Written by Tiffany Hayden
Updated over a week ago

Let's have a quick overview of your Estimates Dashboard. From here, you will see all the estimates that you've created inside ServGrow. It can be overwhelming to see all your estimates on this page, but they are actually a few clicks away with the right set of actions.

Use the Search box to find an estimate quickly. You can type in the Estimate Number, Company Name, or even the name of the customer to find the specific estimate that you are looking for quickly and easily.

If you have included tags in each estimate you've created, you can use that tag to filter out the estimates you are looking for.

To view the full details of the estimate, hover your mouse over a list and click the pencil icon.

Last but not least, if you need to create a new estimate, click the 'Add Estimate' button and follow the new estimate creation process.

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