View and Manage Estimates in the Client Portal

About the Estimates Feature

The Estimates feature in your Client Portal provides a central place to view, manage, and act on all estimates sent to you. You can see the details, download signed copies, and accept or reject proposals directly from the portal on both the web and the mobile app. Your administrator controls whether this feature is available to you.

Key Benefits

Using the portal to manage estimates offers several advantages:

• All your estimates are organized in one place.
• You can review the full details of any estimate.
• Signed estimates can be downloaded as PDF files.
• You can see the current status of each proposal.
• The feature works seamlessly on both web browsers and the mobile app.

Using Estimates on the Web

To work with your estimates from a web browser:

1. Log in to your Client Portal.
2. On your main dashboard, find the Estimates widget.
3. Click the eye icon next to an estimate to view its details.
4. To download a signed estimate, click the download icon. This option is only available for estimates that have been signed.
5. If you have more than five estimates, click View All to see the complete list.

Using Estimates on the Mobile App

To manage estimates from the mobile app:

1. Open the Client Portal app on your mobile device.
2. From the main dashboard, navigate to the Estimates tab.
3. Tap the eye icon to view the details of an estimate.
4. Tap the download icon to save a signed estimate to your device.
5. Scroll through the list to see all your available estimates.

Admin Controls for Estimate Availability

Administrators can enable or disable the Estimates feature for the entire Client Portal. This is managed in the App Settings under the Permissions section. If you cannot see the estimates feature, please contact your administrator to confirm it has been enabled for you.

Frequently Asked Questions

Why can't I download an estimate?

The download option is only available for estimates that have been signed. You cannot download unsigned estimates.

Can I see estimates I've already accepted or rejected?

Yes, the portal shows your complete history of estimates, including their current status.

Where do I find estimates in the mobile app?

Look for the Estimates tab on the main dashboard of the mobile app.

What if the Estimates widget is missing from my portal?

This means the feature has likely been disabled. Please ask your administrator to check the app permissions.