Syncro's Estimates feature allows you to create Estimates, or quotes for potential services. You can also:

• Email estimates to your clients for review.
• Have your clients approve or decline estimates via the End User Portal.
• Create Tickets or Invoices from an Estimate (once your client has approved the work).
• Create a PDF/Email Template for your Estimates. 

This document provides an overview of the information you’ll find in the Estimates tab and the actions you’ll be able to take for estimates in the table that display on the page. (This is also known as the Estimates module.)

Overview

Click the Estimates tab in the Syncro header to display the Estimates page and table. 

Note: If you don't see the Estimates tab, look under the More menu. If you use Estimates frequently, you might want to customize your tabs to change where it appears.

The Estimates page contains filter and search features (1), an Estimates metrics panel (2), and the Estimates table (3): 

Locate Estimates

There are two ways you can locate estimates using the Estimates page: filter and search.

At the top of the page is a Filter by User field that you can use to locate particular estimates in the table. Select one or more users from the Filter by User dropdown menu, Search. The Estimates table updates based on your selections. 

You can also select one or more of the advanced search filters:

• Status: Only display estimates that match one or more selected statuses. By default, all Statuses are selected except for “Declined.” Select from Fresh, Draft, Approve, or Declined.
• Filter by (Customer) Organization: Only display estimates for a specific Organization. Start typing the Organization's name, then select the one you want.
• On or After: Only display the estimates created on or after the date you select from the calendar.
• On or Before: Only display the estimates created on or before the date you select from the calendar.

Click Apply to apply the advanced search filter(s).

To undo the filter(s), click Reset.

Use the Estimate Metrics Panel

The Estimate Metrics panel shows you where you stand with your estimates by tallying and displaying:

• The number of pending estimates.
• The dollar value of your estimates.
• The ratio of estimates that were Approved vs. Declined (for the current and prior months).

Use the Estimates Table

The upper right corner of the table displays the total number of estimates (in this example, “5”).

By default, the Estimates table displays a list of all your Syncro invoices and includes at-a-glance information about:

• Estimate Icon: Each Estimate is noted with an icon. When you mouse over, you can see a Quick Preview of the Estimate's information:
  
• Estimate Number (#): A Syncro-generated estimate number. Click to open the Estimate Details Page.
• (Customer) Organization: The Organization the estimate/quote was created for. Click the hyperlinked name to open their Details Page, where you'll also be able to see an Estimates section containing their specific estimates. When you mouse over, you can see a Quick Preview of the Organization's information. 
• Status: If a Ticket is associated with the estimate, displays an icon based on that ticket's Status. See How Ticket Statuses Change. An open ticket displays as an orange tag icon. A green checkmark represents the Approved status; a gray checkmark represents “Invoice Made.”
• Date: The date the estimate was generated/created.
• Estimate Name: If available, a descriptive name you've entered for the estimate. You can change this on the Estimate Details Page.
• User: The name of the Syncro User who created the estimate.
• Total: The total amount of the estimate.

See also: About Tables in Syncro.

Create an Estimate

Note: You can create an Estimate from the Organization's Details Page (via the +New menu button), or from the Estimates tab. 

Follow these steps:

1. From the Estimates tab, click +New Estimate.
2. Start typing a (Customer) Organization's name, then select the one you want from the results.
3. Click Create Estimate. The Estimates Details Page displays:
   
4. See About the Estimate Details Page for more information about how to edit your estimate.