Estimates

Overview

The Estimates feature lets you create detailed, itemised cost estimates for customers before work begins. Estimates can include service charges, parts, labor, kits, and external services. Key capabilities:

• Build estimates with multiple line item types (services, parts, labor, kits, external work)
• Generate a unique public link for each estimate that customers can view and respond to
• Download estimate PDFs from the public customer page or from the internal estimate list
• Customers can approve, decline, or defer individual line items -- or approve/decline everything at once
• Garage staff can record a manual approval when a customer confirms outside the portal
• Mark estimate rows for deposit so the garage has a suggested deposit amount ready if the estimate is later fully approved
• Create new versions when scope changes, with full version history preserved
• Send estimates via WhatsApp directly from the system
• Link estimates to specific bookings and project stages
• Convert approved estimates into bookings

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How to Access Estimates

1. Navigate to the sidebar and click Estimates under your garage.
2. You will see the Estimates page with two sections:
   • New Estimate form at the top for creating estimates.
   • Estimate List below showing all existing estimates.

You can also access estimates from a booking detail page. The Estimate section in the booking side rail shows whether an estimate exists, its status, and the amount. Click the Estimate heading to open the Estimates page filtered to that booking and focused on that exact estimate. The estimate editor stays collapsed on arrival; click Edit on the row only when you actually want to change the estimate.

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Creating an Estimate

Step 1: Select Customer and Vehicle

1. Choose the Customer from the searchable dropdown. You can search by name or phone number.
2. Select their Vehicle from the dropdown.

If the customer or vehicle does not exist yet, use New customer or New vehicle to create one inline without leaving the page. After selecting an existing customer or vehicle, use Edit customer or Edit vehicle to update details before creating the estimate. The New vehicle button is only available after selecting a customer.

Step 2: Link to Booking (Optional)

3. If this estimate relates to an existing booking, select it from the Booking dropdown. Only bookings matching the selected customer and vehicle appear, and completed bookings are excluded.
4. If the booking uses Project Mode, you can also select a specific Project Stage.

Booking-linked estimates can only be created, edited, revised, sent, or manually approved while the booking is Pending, Confirmed, or In service. Once the booking moves past in service, autoGMS locks estimate changes and shows an Estimate changes locked notice. You can still open the booking and view the approved scope, but late commercial changes should be handled through the invoice, credit note, or new booking workflow instead of changing the old estimate.

Step 3: Add Line Items

First choose the Primary service from your garage service list. This is the booking-level service the estimate belongs to, and you can edit its Service price directly beside the selector.

Then add Subservices / Items below it. Each line item has a type:

• Subservice -- A free-text service or work item such as "Left fender", "Front bumper", or "Stage 1 polish". You can set quantity and unit price for repeated work/items.
• Part -- Select from your inventory by searching the item name, SKU, or related reference numbers. The selling price and SKU are auto-filled. Out-of-stock parts cannot be selected or saved on an estimate, and the system blocks quantities above available stock.
• Labor -- Choose a technician (their hourly rate is shown and auto-filled) or switch to the garage rate. When garage pricing is enabled, the rate resolves in this order: matching cylinder rate first, then matching brand rate, then the default garage labor rate. If no vehicle-specific match exists yet, the estimate still falls back to the default garage rate until you manually edit that line. Labor quantities use 0.25-hour increments (15-minute blocks).
• Kit -- Select a kit from your inventory. When applied, the kit expands into individual part line items for each non-optional component, with quantities and prices filled in automatically.
• External -- For third-party or outsourced work. Enter a description and price manually.

For each line:

1. Set the Type using the dropdown.
2. Fill in the description (or select an inventory item or technician from the dropdown).
3. Set the quantity and unit price. Subservice and part lines use whole units, while labor uses 0.25-hour increments (15-minute blocks). External lines remain single-price rows. The Primary service above the table has its own editable Service price field and is included in the estimate total automatically.
4. Use Include in deposit on any non-kit line that should count toward the suggested deposit amount.
5. Add more lines using the Add line item row button. Remove lines using the red remove icon on each row.

Step 4: Create and Send

1. Click Create estimate.
2. The estimate is created with a unique public link.
3. The estimate appears in the list below with a Ready to Send status.

If any rows are marked for deposit, the Review and submit section shows the suggested deposit total and lets you add an optional deposit note before saving.

If you want to start over before saving, click Reset next to the Create estimate button. This clears the current draft and restores the default empty estimate form.

Good to know: The Create estimate button is disabled until you have selected both a customer and a vehicle.

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Understanding Estimate Statuses

Every estimate moves through a set of statuses based on customer responses:

Status	What it means
Ready to Send	The estimate has been created but not yet sent to the customer.
Sent	The estimate has been shared with the customer via WhatsApp.
Partially Approved	The customer has responded to some line items but not all, or has approved some and declined others.
Approved	The estimate has been approved, either by the customer on the public page or manually by garage staff after an offline confirmation.
Declined	The customer has declined the estimate.
Superseded	A newer pre-approval version of this estimate exists. The customer should use the latest active version.
Expired	The estimate has passed its validity period without a response.

Once an estimate is approved, it is locked -- the customer can no longer change their decision, staff cannot edit that approved record, and all approval controls are disabled on the public page. If the scope changes later, staff can click Edit to make a revised version. The approved record stays unchanged for audit history, and autoGMS prompts staff to send the latest estimate or download the PDF after creating the revision.

Partially approved estimates are also read-only after the customer records line-level decisions.

If a customer confirms by phone, WhatsApp, or in person instead of using the public page, use Mark approved on a sent or partially approved estimate. This records garage-staff approval, marks all estimate lines approved, and applies only the approved estimate amount to the linked booking price.

Booking billing note: for the standard estimate-backed deposit flow, the estimate must be fully approved before the garage can create a deposit from it. Partially approved estimates do not expose that deposit path.

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Sending Estimates to Customers

From the estimate list, click Send on a draft or expired estimate to open the Send Estimate dialog. The dialog is WhatsApp-only:

• WhatsApp -- Opens WhatsApp with a pre-filled message containing the estimate link. If the customer has no phone number on file, an inline field lets you enter and save one.

For approved or partially approved estimates that already have a live link, the WhatsApp option is also available in the more menu (three-dot dropdown), if you need to resend the link. Estimates that are already in the Sent state do not show another Send action.

The customer receives a link to a public page where they can review the estimate and make their decisions. No account or login is required.

What the customer receives

The customer gets a personalized message with their name and the estimate link. The link takes them to a public page showing the full estimate details, with a Download PDF action in the page footer.

Phone numbers saved inline are persisted to the customer record, so they are available for future sends across invoices and estimates.

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Managing Estimates in the List

What You Will See

The estimate list shows a table with these columns:

• Estimate -- The estimate number (e.g., "#1234"), version number (e.g., "v2"), and creation date.
• Customer -- The customer's name.
• Vehicle -- The vehicle summary and license plate when available.
• Status -- A color-coded status pill.
• Total -- The formatted total amount in your garage's currency.
• Updated -- The latest update date, with the sent date shown underneath when available.

On mobile, the list switches to a card layout.

When the Estimates page is opened from a booking, the list is automatically filtered to that booking. If the booking link included a specific estimate, the page keeps the create/edit card collapsed and shows the matching estimate in the list so staff can review it without accidentally entering edit mode.

Filtering and Searching

You can filter the list by:

• Status -- Click a status chip to show only estimates in that status. Each chip shows a count.
• On page load, the first status chip with a non-zero count is selected automatically.
• Only one status chip can be active at a time. Click the active chip again or use Reset Filters to return to the full list.
• Search -- Free text search across estimate number, customer name, vehicle, and status.

Click Reset Filters to clear all filters at once.

The list is paginated. Use the pagination controls at the bottom of the list to move between pages or change how many estimates appear per page. When you search locally, the filtered results are shown on a single filtered page.

Row Actions

Each estimate row has a set of primary action buttons that change based on the estimate's status, plus a more menu (three-dot icon) for additional operations.

Draft / Expired estimates:

Action	What it does
Send	Opens the Send Estimate dialog to deliver via WhatsApp
Edit	Loads the estimate back into the form for editing
Open booking	Appears when the estimate is linked to a booking and opens that booking workspace

Sent / Partially Approved estimates (with live link):

Action	What it does
Click the row	Opens the public estimate page in a new tab when the share link is active
Mark approved	Appears on sent estimates. Records staff approval when the customer confirmed outside the portal. All lines become approved and the approved amount is applied to the linked booking.
Approve all	Appears on partially approved estimates. Records staff approval for the full estimate when the customer later accepts the remaining work outside the portal.
Book approved items	Appears on partially approved standalone estimates. Creates a booking using only the customer-approved items. Declined and held items are not copied into the booking price.
Edit / Revise	Available for sent estimates that do not yet have customer approval decisions. Saving creates a new version and keeps the previous version for audit history.
Open booking	Appears when the estimate is linked to a booking and opens that booking workspace

For a partially approved standalone estimate, choose the next step based on what the customer actually agreed to:

• Use Book approved items when the customer wants to proceed only with the approved work.
• Use Approve all only when the customer has now accepted the full estimate outside the portal.
• Create a new estimate when the scope has changed and the customer needs to approve a different set of work.

When Book approved items creates the booking, autoGMS keeps the estimate marked Partially Approved and writes that decision onto the booking. The booking's service items, approved scope, and pricing use only the approved estimate lines. Any declined or held lines stay on the estimate for audit history.

Approved standalone estimates (no linked booking):

Action	What it does
Create Booking & Deposit	Appears when the approved standalone estimate has a suggested deposit amount. It converts the estimate into a booking, then opens the booking-linked estimate workspace with the deposit panel focused and prefilled. You still click Create deposit yourself.
Create Booking	Stays available when there is no suggested deposit amount. Converts the approved estimate into a new booking and navigates to it
Edit	Opens a confirmation, then creates a revised version for your changes. The approved version stays locked and unchanged.
Click the row	Opens the public estimate page in a new tab when the share link is active

Approved booking-linked estimates (standard bookings):

Action	What it does
Open Booking	Opens the booking workspace. The approved estimate details remain read-only there.
Edit	Opens a confirmation, then creates a revised version for your changes. The existing approved estimate stays locked for audit history. This is only available while the linked booking is Pending, Confirmed, or In service.
Click the row	Opens the public estimate page in a new tab when the share link is active

When you open the booking workspace for a fully approved estimate, the estimate details are read-only and the page shows a deposit panel above the estimate list. This is where the garage can create a draft deposit invoice for that approved estimate. The public estimate page does not create deposits.

From the booking workspace, the booking side rail also includes an Estimate section. Use that heading to jump back to the exact estimate on the Estimates page. Opening it this way is for review/navigation only; it does not expand the estimate editor.

The deposit panel can show one of three next steps:

• Create deposit -- Appears when a booking-linked estimate is fully approved and no active deposit invoice exists yet. You can adjust the deposit amount before creating it, but it cannot exceed the approved estimate total.
• Open deposit invoice -- Appears when an active deposit invoice already exists for the booking.
• View deposits -- Appears when the estimate is not ready for deposit creation, such as before full approval.

Declined estimates:

Action	What it does
Edit	Loads the estimate for revision
Send	Opens the Send Estimate dialog to re-send via WhatsApp
Open booking	Appears when the estimate is linked to a booking and opens that booking workspace

More menu (inside the three-dot dropdown):

Action	When available	What it does
Send	Live link exists, Send is not already visible on the row, and the estimate is not simply in the Sent state	Opens the WhatsApp send dialog
Open v# / Open current version	A newer active revision exists	Opens the latest revised estimate so staff work from the current version
Customer activity	Always available	Opens an audit dialog showing sent details, link status, open counts, customer item choices, notes, and the activity timeline
Open booking	Estimate is linked to a booking and Open booking is not already visible on the row	Opens the linked booking workspace
Download	Active share link exists	Downloads the customer estimate PDF
Disable customer link	Active link exists	Stops the customer from opening the current public link after confirmation. The estimate itself stays unchanged.

Rows with disabled or revoked share links display a full-width information line under the row, such as Customer link disabled or Customer link expired. These lines are informational only; they are not buttons. Rows with revised versions can also show Latest version · Use this one so staff know which version to work from.

If a linked booking is already past In service, the row shows Estimate changes locked and mutation actions such as Edit, Send, Mark approved, and customer-link changes are hidden or blocked. This prevents estimate changes after the booking has moved into completion or another later workflow state.

Editing an Estimate

When you click Edit on an estimate:

• The estimate's details are loaded back into the estimate editor card above the list so you can revise it in place.
• This applies to both standalone estimates and booking-linked estimates shown on the Estimates page.

Draft estimates are edited directly. Sent estimates without customer approval decisions are revised by creating a new version; the previous version is preserved and marked as superseded, and the customer sees the latest version.

Approved estimates are also revised through Edit, but the approved record itself is never changed. The confirmation explains that autoGMS will open a new version for changes. Before the revised version is created, autoGMS shows a review dialog comparing the previous approved total with the revised total and highlighting added, changed, and removed lines. Confirm that review before creating the revision. After the revision is created, autoGMS shows actions to Send latest estimate, Download PDF, or leave it for later; the list shows that revised version as the latest one to use.

For booking-linked estimates, this revision flow is only available while the booking is Pending, Confirmed, or In service. Later booking statuses lock estimate changes.

Partially approved and superseded estimates remain read-only. If a partial approval needs a different scope, create a new estimate for that changed work.

Deposit Selection on Estimates

When building or editing an estimate, each non-kit line includes an Include in deposit button. Use it on any row that should count toward the suggested deposit amount.

In Review and submit, autoGMS totals all selected rows under Deposit. If a deposit is present, you can also add an optional deposit note before saving.

This does not create a deposit invoice by itself. It only provides the default amount when the garage later clicks Create deposit from the internal booking-linked approved estimate view.

If the estimate is approved while still standalone and it has a suggested deposit amount, autoGMS shortens the handoff by offering Create Booking & Deposit. That action still creates the booking first, then brings you back into the booking-linked estimate workspace to review the amount and click Create deposit manually.

Refreshing

Click the Refresh button in the page header to reload the estimate list. While refreshing, the existing data stays visible so you are never blocked.

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Estimate Versioning

When the scope of work changes:

1. Find the estimate in the list.
2. Click Edit on the estimate row.
3. If the estimate has been sent but the customer has not approved, declined, or submitted item decisions yet, saving your changes creates a new version automatically.
4. If the estimate is already approved, confirm Edit new version, make the changes, then use Send latest estimate or Download PDF after the revised version is created.

Previous versions are preserved for audit history. Version numbers are displayed on each estimate (v1, v2, v3, and so on). The active list focuses staff on the latest version and marks it with Latest version · Use this one.

For booking-linked estimates, revisions are allowed only while the booking is Pending, Confirmed, or In service. Once the booking has moved to a later status, autoGMS protects the approved estimate history and blocks new estimate versions for that booking.

Good to know: For draft estimates that have not been sent yet, editing updates the existing version rather than creating a new one.

Approved estimates remain locked for audit history. Editing an approved estimate creates a revised copy with the same estimate number and the next version number. Any existing deposit or invoice references stay tied to the approved scope they were created from; use the revised version only after the customer approves it.

When a revised estimate is linked to a booking and the customer approves it, autoGMS updates the booking's approved scope and synced pricing to that revised version. Service, labor, and external-work lines become booking service items; part lines stay in the approved scope and parts revenue. Existing issued deposits or invoices are not rewritten automatically.

If an invoice or deposit was created from an older approved estimate, the invoice/deposit row shows which estimate version it was based on and which version is now latest. Unsent outdated work invoices cannot be sent, shared, paid, or given a new payment link until they are reviewed; where possible, use Void & Reissue to create a replacement from the latest approved booking scope. Unpaid outdated deposits show Review deposit and cannot be sent or marked paid until staff review them. Deposits that were already paid remain visible as money already collected and are labelled as paid from an old estimate.

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Converting an Estimate to a Booking

When a customer approves a standalone estimate (one not already linked to a booking):

1. Find the approved estimate in the list.
2. Click Create Booking. If the estimate has a suggested deposit amount, click Create Booking & Deposit instead.
3. A new booking is created from the estimate details.

This button only appears for approved estimates that do not already have a linked booking.

Partially approved standalone estimates can also become bookings:

1. Find the partially approved estimate in the list.
2. Click Book approved items.
3. Confirm that autoGMS should create a booking from the approved items only.
4. Open the new booking to continue the job workflow.

Important rules for partial conversions:

• Only approved estimate lines become booking work.
• Declined and held estimate lines are not included in the booking price.
• The booking header shows Estimate Decision: Partially approved so staff understand why the booking does not include the full estimate.
• The booking appears in normal booking workflows immediately, but it appears in Invoices -> Needs Invoice only after the job is completed.
• When the final invoice is generated, autoGMS uses the booking's approved scope so the invoice matches the approved work.

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What Your Customer Sees: The Public Estimate Page

When a customer opens the estimate link, they see a clean, professional page that works on any phone, tablet, or computer. No login or account is required.

Page Header

At the top, the customer sees:

• Your garage logo (or a placeholder icon) and garage name
• A subtitle: "Customer estimate approval"
• Prepared for with the customer's name. For business customers, the saved business address and tax registration number also appear when they are available on the customer profile.
• The estimate number, booking reference (if linked), and creation date

Estimate Details

A summary card showing:

• The estimate number and current status
• Vehicle information: year, make, model, and license plate
• The date the estimate was created

Estimate Items

Each line item is displayed with:

• The description and type (service, part, labor, etc.)
• Quantity and unit price
• The line total on the right

Below each item, the customer sees approval controls (described in the next section).

At the bottom of the items section:

• Subtotal
• Tax amount
• Total Estimate (highlighted in blue, bold)

Making Decisions on Items

For each line item, the customer has three options:

• Approve -- Accept this item.
• Hold -- Put this item on hold (no decision yet).
• Decline -- Reject this item.

The selected option is highlighted so the customer can see their choices at a glance.

On the public estimate page, the customer sees the Primary service separated from the Subservices / Items list so the booking-level service summary is clear. If the estimate includes a suggested deposit, the public page also shows the Deposit requested amount and any deposit note above the total.

Submitting Decisions

Below the items, the customer can add optional notes for the garage in a text field. Below the notes, there are three ways to submit:

• Approve all -- Approves every item at once.
• Submit item decisions -- Sends the per-item choices (approve some, hold others, decline the rest).
• Decline all -- Declines every item at once.

Notes are included with any submission.

After Submitting

Once the estimate is approved or declined:

• A confirmation message appears: "This estimate has been approved." or "This estimate has been declined."
• All approval buttons are disabled.
• The notes field is disabled.
• Each item shows a locked badge (green "Approved" or red "Declined") instead of interactive buttons.

Validity Period

Below the action buttons, the customer sees:

Estimate valid until [date]

If no expiry date is set, it displays "30 days from issue" as the default.

Contacting the Garage

At the bottom of the page, a "Need help?" section provides:

• A Download PDF button that saves a PDF copy of the estimate.
• A Call button that dials the garage directly (only shown if the garage has a phone number on file).
• A WhatsApp button that opens a pre-filled message: "Hi, I'm inquiring about the estimate for my [make] [model] ([plate])." (only shown if the garage has a phone number).

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Tips and Best Practices

• Be detailed. Include clear descriptions for each line item so customers understand exactly what they are paying for.
• Use inventory parts and kits. Selecting parts from inventory ensures accurate pricing. Kits save time by expanding into individual components automatically.
• Use labor types for transparency. Showing technician rates or custom hourly rates helps customers understand labor costs.
• Version instead of overwriting. When making changes, use Edit so autoGMS creates the right version and keeps the approval history intact.
• Follow up promptly. After sending an estimate, use the status chips and Customer activity dialog to find estimates waiting for customer response.
• Open booking-linked work from the row. Use Open booking to jump from an estimate back into its booking workspace.
• Convert approved estimates to bookings. When a standalone estimate is approved, use Create Booking or Create Booking & Deposit directly from the estimate row -- no need to re-enter details.

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Frequently Asked Questions

How do I send an estimate to a customer?

Create the estimate, then click Send on the estimate row in the list. In the Send dialog, open WhatsApp with the prepared estimate message. If the customer's phone number is missing, you can add it inline. The customer receives a link to the public estimate page where they can review and respond.

The customer says they cannot see the estimate.

Make sure you have clicked Create estimate (not just filled in the form). Check that the estimate has an active share link by clicking the estimate row. If the link works for you, resend it to the customer.

How do I update an estimate that has already been sent?

If the customer has not approved, declined, or submitted item decisions yet, click Edit on the estimate row, make your changes, and save. Because the estimate was already sent, saving creates a new version automatically. The customer will see the latest version when they open the link.

If the estimate has already been approved, click Edit. autoGMS will show a confirmation, keep the approved estimate locked, and open a new version for your changes. When you save, choose Send latest estimate to share it by WhatsApp or Download PDF if you want to send the document another way.

If the estimate is partially approved, it remains read-only after the customer's line-item decision. Create a new estimate for the changed scope.

Declined estimates can be revised into a new version before being sent again.

If the estimate is linked to a booking and the booking is already past In service, autoGMS blocks the update. Open the booking to review the approved scope, then use the invoice or credit note workflow for any commercial correction.

Can I delete an estimate?

Estimates cannot be deleted to maintain audit integrity. For sent estimates that do not have customer approval decisions yet, you can create a new version that supersedes the old one. For approved estimates, use Edit to create a revised version while keeping the original locked.

What does "Partially Approved" mean?

It means the customer has responded to some line items but not all, or has approved some items and declined or deferred others. Open the estimate's public link or check the Approval column to see the breakdown.

Can a partially approved estimate become a booking?

Yes. If the estimate is standalone, click Book approved items. autoGMS creates the booking from the approved lines only and leaves declined or held lines on the estimate. The booking clearly shows Estimate Decision: Partially approved so the team knows it came from a partial customer approval.

If the customer later accepts everything, use Approve all instead. If the customer wants a different scope, create a new estimate and send that version for approval.

Can the customer change their decision after approving?

No. Once an estimate is approved or declined, that decision is locked. If the scope changes after approval, staff can create a revised version and send that new version for approval. The original approved estimate stays locked for audit history.

What does "Hold" mean on the customer page?

Hold means the customer has not made a decision on that item yet. Items left on hold are tracked as pending in the system. The customer can change their choice before submitting.

How does the tax rate work?

The tax rate is pulled from your garage settings automatically and applied to the estimate total. The tax amount is shown to the customer on the public page as a separate line above the total.

What happens when I convert an estimate to a booking?

Clicking Book on an approved standalone estimate creates a new booking using the estimate's customer, vehicle, and pricing details. The estimate becomes linked to that booking.

I do not see any customers in the dropdown.

If your garage has no customers yet, an amber notice appears with a link to create a booking first. Customers are created during the booking process. Once a customer exists, they will appear in the estimate form.

Can the customer add notes when responding?

Yes. The public estimate page has an optional notes field where the customer can write a message to the garage. These notes are submitted along with their approval decisions.

Does the customer need an account?

No. The estimate link is a public page that works without any login, account, or app download.

Can the customer download the estimate as a PDF?

Yes. The public estimate page includes a Download PDF action in the footer. Garage staff can also download the same customer estimate PDF from the estimate row's ... menu by clicking Download when the estimate has an active share link. For business customers, the PDF includes the saved business address and tax registration number when those fields are available on the customer profile.

How do I add a business customer's address or TRN to an estimate?

Open the customer profile, edit Contact Information, set the account type to Business, and save the business address and TRN / tax registration number. The public estimate page and downloaded estimate PDF show those business details when they are saved on the customer profile.

How long is the estimate link valid?

The validity period is shown on the public page. If an expiry date is set, it displays the specific date. Otherwise, the default is 30 days from the date the estimate was issued.

What currency is used?

Estimates use your garage's configured currency. All amounts on the public page are formatted in that currency.

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Quick Reference

Action	Where to Find It
Create an estimate	Estimates page > New Estimate form > fill in details > Create estimate
Add a customer inline	New Estimate form > New customer next to Customer label
Edit the selected customer	New Estimate form > Edit customer next to Customer label
Add a vehicle inline	New Estimate form > New vehicle next to Vehicle label (after selecting customer)
Edit the selected vehicle	New Estimate form > Edit vehicle next to Vehicle label
Send via WhatsApp	Estimate list > Send button > open WhatsApp in dialog
Open public link	Estimate list > click the estimate row
Download estimate PDF	Public estimate page > Download PDF, or Estimate list > ... menu > Download
Manually approve	Estimate list > Mark approved on a sent or partially approved estimate
Disable customer link	Estimate list > ... menu > Disable customer link
Edit an estimate	Estimate list > Edit button on the estimate row
Create a revised estimate	Estimate list > Edit on a sent estimate before approval, or Edit on an approved estimate to create a new version
Convert to booking	Estimate list > Create Booking or Create Booking & Deposit on an approved standalone estimate
Review customer activity	Estimate list > ... menu > Customer activity
Filter by status	Estimate list > click a status chip (Ready to Send, Sent, Approved, etc.)
Search estimates	Estimate list > type in the search bar
Refresh the list	Page header > Refresh button