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Find and filter estimates

The estimates list has filter pills (All, Preliminary, Completed, Canceled), sorting, pagination, and bulk actions. The URL carries ?filter= and ?page= so you can bookmark a view.

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The estimates list is the home view for every estimate your team has built. The filter pills at the top are how you slice it.

The filter pills

  • All: every estimate
  • Preliminary: being built or still editable
  • Completed: finalized, delivered
  • Canceled: not pursuing

The pills map 1:1 to the statuses on individual estimates.

Sorting

Sort the list by:

  • Newest (default)
  • Oldest
  • Customer (A-Z)
  • Estimate total

Pagination

The list shows 10 rows per page with Previous and Next controls. The current page is reflected in the URL as ?page=, so a bookmarked link brings you back to the same spot.

Row actions and bulk actions

Each row has a kebab menu (⋮) with View, Export, Duplicate, Status, and Delete. To act on several estimates at once, use the checkboxes to multi-select, then delete or change status from the bulk bar. See Select and bulk edit.

Search is scoped to the active filter

Search only looks at estimates under the filter you're currently viewing. If you're on Preliminary and you search for a job that was completed last month, you won't find it.

If a search comes up empty, switch to All and try again. See Search.

URL parameters

The URL reflects the active filter and page so you can bookmark or share a view:

  • ?filter= carries the active filter pill
  • ?page= carries the current page

Apply the filter, copy the URL, and share it with a teammate. They land on the same filtered view (assuming they have access to the estimates).

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