On many list screens in Service Autopilot, you can create a custom view that saves the filters you want. On the Estimates list screen, you might create a view called “Draft Estimates” or “Won Estimates.”
To create a custom view, follow these steps:
- On the Estimates list screen, select and apply the filters you want.
- In the Estimates Screen Views dropdown list, click Create View.
- In the Screen View dialog, type a name for your new custom view, such as “Draft Estimates.”
- Click Save. This view will now be available in the dropdown list for quick access when you log in.
Note: Each Service Autopilot user creates their own custom views. They can’t be shared with other users.