This article will cover how to filter within the Estimates & Opportunities page in addition to mass distribution actions such as email and printing.
Once the user has logged into FieldCentral they will use the main menu button on the top left corner of the page and select “Sales & Est.” from the list.
Click “Open” under the Estimates & Opportunities section of the page
Once users reach the Estimates & Opportunities page, they are able to use the search filters on the left hand side of the page to narrow down their search.
The column headers will provide a snapshot of the estimate/opportunity information for the user to quickly review directly from this log.
The user can navigate to view the Property, Estimate, Opportunity or Contract using the icons within the “Links” column.
The user also has the option to select “Quick View”.
This will open the “Estimate Activity” window. Users will be able to review associated contacts, add/review next steps, view estimate activity or add notes.
From the Estimates & Opportunities page, the user is able to mass email or print the desired estimates. They will utilize the “Mass Distribution” drop down at the bottom of the filters panel and then click on the corresponding action button at the top of the log.
Read to try it for yourself?
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Reminder on FieldCentral Pricing Structure:
- If there is no Price Override, the system will default to Property Level Pricing
- If there is no Property Level Pricing, the system will default to Price Matrix values
- If the Work To Do is not assigned to a Price Matrix, the Work To Do Default (base) pricing will stand