View estimates, search estimates

Learn how to:

View estimates

To view all estimates, do the following:

Click Sales > Estimates in Flare's main menu (1 and 2 below). All estimates will be displayed.
To search estimates click the search filter icon (3 below).
You may also sort estimates by any table heading: (4 above).
To view estimate details, click the Estimate # link (5 above).

You can search for estimates by customer's company name, estimate date, valid to date, and status (expired, open, converted to invoice).

To search for estimates while viewing all estimates, do the following:

Click Sales > Estimates in Flare's main menu (1 and 2 below).
Click the filter icon above the list of estimates.
To Search by Customer's company name click the Customer tab (4 below). Type the company name and click the Apply link.
To search by estimate date, click the Estimate Date tab and select a date range (5 below). Click the Apply link.
To find only those estimates that are still valid, click the Valid To Date tab, select a date ranges and click the Apply link (6 below).
To search for estimates by status, click the Status tab and filter by status type by checking the relevant checkboxes (7 below), then click the Apply link (8).

To search for estimates while viewing estimate details, do the following:

Click Sales > Estimates in Flare's main menu (1 and 2 below).
Click the Estimate # link of any estimate (3 below).
Click the filter icon above the list of customer estimates on the left (4 below).
Select a search filter tab: customer company name, estimate date, valid to date, or status (5 below), choose or enter your search criteria and click Apply (6).