{"id":9625,"date":"2024-03-08T20:16:28","date_gmt":"2024-03-08T20:16:28","guid":{"rendered":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/?page_id=9625"},"modified":"2024-03-11T17:32:20","modified_gmt":"2024-03-11T17:32:20","slug":"insulation-estimate-list-html","status":"publish","type":"page","link":"https:\/\/allproinsulationsoftware.com\/contractor-help-files\/insulation-estimate-list-html\/","title":{"rendered":"Estimate List – NEW"},"content":{"rendered":"
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The Estimate List<\/h2>\n<\/div>\n
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VIEW THE EMPLOYEES TRAINING
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The Estimate list is designed to help users find, manage and access Estimates, Invoices, and Templates.  It is a comprehensive list of every record that has been generated, limited only by the Previous Days setting in Company Setup.  From the Estimate List, users can open records, access job costing, access payroll splits and view a variety of data related to the Estimates and invoices in the list.  Users can also perform batch updates, archive records, produce reports, and look for unbilled jobs.  We\u2019ll cover the layout of the form and how to use each function in this help page, or click one of the links below to navigate to a specific topic.<\/p>\n\n\n\n\n\n\n
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Estimate List Toolbar<\/a><\/strong><\/span><\/p>\n<\/td>\n

Estimate List Reports<\/a><\/strong><\/span><\/td>\n<\/tr>\n
Locating Unbilled Jobs<\/a><\/strong><\/span><\/td>\n\n

Filtering & Grouping Records<\/a><\/strong><\/span><\/p>\n<\/td>\n<\/tr>\n

Using the Automation Menu<\/a><\/strong><\/span><\/td>\nThe Estimate List Grid<\/a><\/strong><\/span><\/td>\n<\/tr>\n
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Custom Grid Layouts<\/a><\/strong><\/span><\/p>\n<\/td>\n

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The Launch Menu<\/a><\/strong><\/span><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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The Estimate List Toolbar<\/strong><\/h3>\n

At the top of the Estimate List users will find several filtering options and functions, the Automation menu, customizable grid layout options, and reports.  We\u2019ll cover each of the items in the toolbar below.<\/p>\n

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Refresh<\/strong> \u2013 Updates the information in the Estimate List grid to include any changes made since the form was opened.<\/p>\n

(Sales Reps Estimates)<\/strong> \u2013 This filter removes all estimates in the list not generated by the current user.<\/p>\n

(Estimate Date Range)<\/strong> \u2013 Filters entries to only include those falling between the selected dates.<\/p>\n