Summary 

Estimates can be printed after they are created (WO> Estimates> Estimates). This is an optional step as you do not need to print the estimates before the approval and work order creation steps. You can only print estimates that have not been approved. Once the estimate has been approved, you will need to print the resulting work order (WO> Work Orders> Print Work Orders).

The printed estimate will display the information that was included in the General tab of the estimate and the activity item estimates that are attached to the work order estimate.

Step by Step

1     Open the Print Estimates window (WO> Estimates> Print Estimates).

• The Print Estimates window is used to select unapproved estimates and configure how they will be printed.
• Click the Add icon to display all the estimates available for printing.
  • You can limit the estimates displayed in the window by entering the relevant information in the Filter tab fields before clicking the Add icon  .
• Highlight an estimate and click the Remove icon if the selected estimate should not be printed.

2     Complete the Options tab.

• The Report Type drop-down menu will default to Estimates. This is the only option.
• Select a Sort By option to configure how the report will be displayed.
• Check the Print Attachments toggle to print any attachments associated the selected estimates.
• Check the Print Comments toggle to include the estimate comments in the printed output.

3     Print the estimates.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).