Estimates

View all estimates awaiting review to track pending approvals and manage costs efficiently. Review estimates to ensure accurate budgeting, prevent unnecessary expenses, and keep work orders moving forward. Once reviewed, you can approve, reject, or request changes as needed. You can also park an estimate.

On Mobile, navigate to Approvals > Estimates.

Estimate list details

Each estimate includes key information to help you evaluate costs and make approval decisions.

• Work order #: Identifies the work order linked to the estimate.

• Status: Shows the approval stage of the estimate.

• Provider name: Displays the service provider responsible for the estimate.

• Tags: Categorizes the estimate for easy filtering and organization.

• Site name and Site description: Identifies the location associated with the estimate.

• Priority: Indicates the urgency level for approval.

• Amount: Lists the estimated cost.

• Date created: Shows when the estimate was submitted.

View estimate details

On Estimates, access a detailed breakdown of its related information, including:

• Work order detail: Information about the associated work order.

• Site detail: Location and site-specific information.

• Document detail: Attached files related to the estimate.

• Log note detail: Notes and history of estimate-related updates. You can also log a note.

• Review detail: Status and comments from the approval process.

• Estimate detail: Breakdown of costs, taxes, and services included.

• Provider detail: Information about the service provider.

• Estimate review: Displays financial details such as capitalization status, assigned account code, review action, and reviewer comments.

• Work order tags: Relevant tags applied to the estimate for tracking. You can also add a tag.