Search for Estimates

You can use the Estimates search page to find estimates.

The Estimates search page includes the:

• Search bar

• Filter Chips suggestions bar

• Magnifying Glass icon

• Estimates results table

These are described in the following table:

Estimates Search

Field Name	Description
Search bar	The search bar opens with filter chips, which you can add or delete depending on your search needs. The selectable filter chips include: Estimate Status (LOV) Document Type (LOV) Customer (LOV) Estimate Expiration Date (range) You can also enter free text, which will search the following estimates attributes: Estimate Number Estimate Title Document Number Item Item Description Asset Because the application supports autocomplete and fuzzy logic, you can partially type your search terms.
Filter Chips suggestions bar	The filter chips appear in the Search bar and provide suggestions for filtering your results set. For example, you might see a filter suggestion for a date range for the estimate's expiration date. You can select this filter chip to filter your results. When you select one of the filter chips in the suggestions bar, it’s added to the Search bar and filters the results table.
Magnifying Glass icon	You can use the Magnifying Glass icon to search for the attributes selected in the search bar.
Estimates results table	The Estimates table lists the estimates based on your search criteria and filters. You can also sort your results by selecting the arrows next to the column headers. When you first open the page, the estimates are sorted by the estimate number. From the search results, you can go to the Estimates page. To view details: Click Manage Estimates icon to open the Estimates page. Here you can review the added parts, labor, expenses, and other related information.