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After estimates have been entered into the Job Manager system, you may generate an estimate list to review estimates within a given estimate number or entry date range, with a common estimate name or description, or for a specified customer, CSR, or sales rep. This is performed by using the advanced search capabilities of Job Manager.
- Enter the search criteria you want to use. Search criteria may include any combination of estimate number range, entry date range, estimate name, customer, description, CSR, and/or sales rep.
- *Click Search (
)*The results will be displayed in the Search Results page, displaying information for all Estimates whose information matches the search criteria.
Tip: If the results of the search spans multiple pages, you can see all search results in one page by clicking the Print View link. The results of the search will appear in a new browser window, formatted for printing.
- EXPORTING: To export the results of the Estimates/Quotes List window, select Export Data. In the Export Data window that opens, set the export options and click OK. The file will be exported and downloaded according to the download settings of your browser.
Additional information on searching is available in "Using Standard Searches" on page 49 and "Working with Search Results" on page 53.
Note: Additional information on Exporting Data is available in the "Exporting Search Results" section of this guide.
"Creating An Estimate" on page 220
"Estimating: Creating Estimate Items" on page 223
"Estimating: Creating Quote Items" on page 226
"Printing Estimate Information" on page 229
"Duplicating An Estimate" on page 230
"Converting An Estimate Into A Job" on page 232
"Using the Quick Search" on page 43
"Using Standard Searches" on page 49
"Working with Search Results" on page 53