Estimates

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Estimates
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Estimates At A Glance

Win rate, open value, how many are out and viewed, and what expires this week. Tap a number to open those estimates.MoreLess
How to Use
Win rate counts approved and converted against declined and expired over 12 months.
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Needs Attention

Estimates that need you: changes requested, expiring soon, viewed but not approved, sent 7+ days with no open, approved but not converted, and converted with no jobs yet.MoreLess
How to Use
Each estimate shows once, with its most urgent reason first.
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EstimateCustomerWhyTotalSent
E-2026-0043Ryan GreenChanges requested$475.3010/18/26
E-2026-0057Karen BellChanges requested$551.8010/13/26
E-2026-0071Nick BrownExpiring 10/30/26$233.769/30/26
E-2026-0039Chris CooperExpiring 10/29/26$527.329/29/26
E-2026-0029Carol BaileyExpiring 10/26/26$460.009/26/26
E-2026-0052Nicole BakerExpiring 10/25/26$449.969/25/26
E-2026-0010Emily JohnsonChanges requested$350.009/24/26
E-2026-0005Gary AllenExpiring 10/27/26$557.929/13/26
E-2026-0069Emily RogersApproved, not converted$360.5010/21/26
E-2026-0093Joseph ClarkViewed, not approved$450.0010/18/26
E-2026-0063Eric WhiteApproved, not converted$590.0010/14/26
E-2026-0067Amanda BellViewed, not approved$562.2010/18/26
E-2026-0080Karen CredeurApproved, not converted$4,028.0010/15/26
E-2026-0025Anna MartinViewed, not approved$591.5810/17/26
E-2026-0082David BabineauxViewed, not approved$4,720.0010/17/26
E-2026-0077Sam SimoneauxViewed, not approved$224.5810/16/26
E-2026-0068John RobertsViewed, not approved$607.5610/16/26
E-2026-0007Laura DuhonViewed, not approved$530.3810/16/26
E-2026-0033Daniel WalkerWaiting 7+ days, not opened$524.2610/15/26
E-2026-0065Steven WrightWaiting 7+ days, not opened$226.0310/15/26
E-2026-0072Sandra CarterViewed, not approved$343.0010/12/26
E-2026-0074Sandra KellyWaiting 7+ days, not opened$357.2810/8/26
E-2026-0030Joseph PriceViewed, not approved$409.5010/7/26
E-2026-0050Robert RossViewed, not approved$392.8410/5/26
E-2026-0011Brandon ReedViewed, not approved$548.7410/3/26
E-2026-0037Richard SandersViewed, not approved$502.849/19/26
E-2026-0044Deborah HarrisApproved, not converted$442.108/30/26
E-2026-0018Claire GautreauxApproved, not converted$464.247/1/26
E-2026-0062Kevin TurnerApproved, not converted$735.866/16/26
E-2026-0038Greg AllenApproved, not converted$574.712/9/26
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