Estimate report
Module: CRM | Platform: Web
Reporting view for estimates (pipeline value, status, and related job linkage).
Navigation
Sidebar → CRM → Estimate Report
URL: /overview/estimate-report
Overview
The Estimate Report provides a consolidated view of all estimates across your organization. Use it to track pipeline value, monitor conversion rates, and identify estimates that need follow-up. Each row links to the full estimate detail where you can edit, approve, or convert to a project.
Filter and export as provided in your build. For change-order reporting, use Change Order Report (/overview/change-order-report) from the same CRM menu.
Table columns
| Column | Description |
|---|---|
| Estimate # | Auto-generated or manually assigned estimate number. |
| Customer | The prospective or existing customer the estimate was prepared for. |
| Project Name | The project name associated with the estimate, if linked. |
| Description | Brief summary of the scope of work covered by the estimate. |
| Amount | Total dollar value of the estimate including labour, materials, and markup. |
| Status | Current workflow status — Draft, Sent, Approved, Declined, or Expired. |
| Created Date | Date the estimate was first created. |
| Sent Date | Date the estimate was sent to the customer, if applicable. |
| Converted | Indicates whether the estimate has been converted into a project or job. |
| Created By | The user who created the estimate. |
Estimate statuses
| Status | Meaning |
|---|---|
| Draft | Estimate is being prepared internally and has not been shared with the customer. |
| Sent | Estimate has been emailed or otherwise delivered to the customer for review. |
| Approved | Customer has accepted the estimate. Ready for conversion to a project. |
| Declined | Customer rejected the estimate. The record is preserved for reporting. |
| Expired | The estimate passed its validity window without a response. |
Creating an estimate
- Navigate to CRM → Estimates and click Create Estimate.
- Select or create a Customer record.
- Enter the scope of work, line items, and quantities.
- Apply markup or discount percentages as needed.
- Set the tax rate (pulls from Tax Settings).
- Add optional terms and conditions or notes.
- Save as Draft or send directly to the customer.
Conversion tracking
Once an estimate is approved, it can be converted into a project:
| Action | Result |
|---|---|
| Convert to Project | Creates a new project pre-populated with the estimate's customer, scope, and budget. |
| Link to Existing Project | Associates the estimate with an already-created project for tracking. |
| Create Change Order | If scope changes after approval, a change order can be issued against the original estimate. |
Converted estimates maintain a link back to the original so you can trace the full sales-to-operations pipeline.
Filters
| Filter | Description |
|---|---|
| Status | Filter by Draft, Sent, Approved, Declined, or Expired. |
| Customer | Narrow to estimates for a specific customer. |
| Date Range | Filter by creation or sent date window. |
| Created By | Show estimates from a specific team member. |
| Amount Range | Filter by estimate dollar value. |
How estimates connect to other features
| Feature | Relationship |
|---|---|
| Projects | Approved estimates convert into projects with pre-filled details. |
| Jobs | Estimate line items can map to individual jobs within a converted project. |
| Invoicing | Estimate amounts provide the baseline for progress billing and invoicing. |
| Change Orders | Scope changes after approval are tracked as change orders linked to the original estimate. |
| Tax Settings | Tax rates configured in Settings are applied to estimate line items. |
| Reports | Estimate data feeds into CRM pipeline reports and revenue forecasting. |