Tip:
There are two differences between the Classic Estimate and the Estimate reports:
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Formatting
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The Classic Estimate doesn't display estimates for projects, only job estimates. The Estimate report displays both project and job estimates.
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ServiceCEO's Quotes/Estimates Reports display specific information about the quotes and estimates in the system. These reports include:
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Name |
Description |
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Quoting Wizard Canceled Quotes |
Displays all quotes that were canceled in your defined date range and the notes that were entered when you canceled them. |
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Quoting Wizard Quotes by User |
Displays all quotes organized by user during your defined date range. |
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Quoting Wizard Quotes with Schedules |
Displays all quotes that involve schedules for your defined date range. |
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Quoting Wizard Quotes without Schedules |
Displays all quotes that do not involve schedules for your defined date range. |
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Classic Estimate |
Generates a list of all estimates during your defined date range. |
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Estimate |
Generates a list of all estimates during your defined date range. |
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Estimate Tracking Report |
Displays a listing of all jobs that originated as an estimate in your defined date range. |
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Tip:
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To learn how to print and/or preview these reports, see the Printing/Previewing Reports section.
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