Web Dashboard: Approved and Open Estimates

1. From your computer, log into the Web Dashboard.

2. Click on Estimates on the left navigation.

 

3. The default Estimates page show all estimates for the last 90 days.

 

4. Change View All to Approved.

 

5. Now only Approved Estimates display for the last 90 days.

 

6. Change View All to Open Estimates

 

7. Open Estimates display for All Time.

 

8. Change Last 90 Days to This Year.  You can choose any date range you want from the handy tags on the left or by manually changing the dates.

 

9. All Estimates display for This Year.