Introduction

RepairDesk's Manage Estimates Module provides a user friendly experience to manage your Estimates efficiently and access them quicker

Navigating to Manage Estimates

To access the Manage Estimates Module, follow these steps:

1. Go to the 'Repairs' section.
2. Click on 'Manage Estimates'.

Filters

The filter feature allows you to search and organize estimates based on specific criteria. Follow these steps to utilize the filter:

1. Click on the 'Filter' option.

2. Choose the search filter criteria such as Estimate ID, Customer Name, Customer Email, Mobile/Phone Number, Customer Group and Organization, Status, Created Date, Ticket Reference, Product/Service Name.

3. Save your search for future use by creating new filters or marking them as default.

   
   

4. Pin or unpin filter section to show or hide filters respectively. This setting will work user wise i.e. each user can set their preference of showing or hiding the filters based on their needs.

   
   

Column Customization

You can customize the columns on this listing based on your preference as well. Simply click on the gear icon on the right side of the table and select the columns you want to see or hide.