Overview of the Estimates List

You can manage all your Service Autopilot estimates for any client or lead on the Estimate List screen. To access this screen, go to CRM > Estimates:

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This screen shows all the estimates you have in SA. You can focus on certain types of estimates using the filters at the top of the screen. A couple of common filters are by stage and sales representative. For example, click either or both the Stage and Sales Person filter at the top of the screen, then make a selection from the dropdown list.

You can create custom views for this screen or select a different view by using the menu below the filters list:

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Use the Add Estimate button at the top right to add a new Estimate directly from this page. The buttons at the top of the table can be used when an Estimate is selected:

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  • Bulk Edit - make changes to one or more Estimates at a time by using the Bulk Edit overlay:

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  • Bulk Create - this button allows you to add Tags to multiple Accounts at a time
  • Delete - delete one or more Estimates
  • Copy - copy an existing Estimate 
  • Email - email one or more Estimates simultaneously
  • Print - print one or more Estimates simultaneously

If you have a lot of Estimates, you can change the number of results on the page at the top-right of the table:

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Delete the number in the Page Size field, type a new number (up to 500) and press Enter on your keyboard. Use the arrows to move between multiple pages of results.

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