A variety of Estimate Works™  reports are available to assist with client and estimate management. Most reports can be accessed from under the 'Reports' section of our menu unless indicated otherwise. Let us know if  there are additional reports that you feel will assist in managing your business. 

Download Samples: Estimate Works for Word Sample Documents

Client Lists -> By Last Name: Lists all clients with contact details including address, home and work phone numbers.

Client Lists -> By City: Lists all clients with contact details including address, home and work phone numbers sorted by city.  

Client Lists -> Phone List by Job Status: Prints all client contact phone numbers for the job status type specified. Designed for making follow-up calls to clients with outstanding estimates, jobs to be booked etc.

Client Lists -> Mailing Labels: Creates a list of mailing labels for all clients. The mailing list uses Avery #5160 or #8160 or similar mailing labels that are 1" x 2-5/8" (2.5 x 6.7 cm) in size and print 30 labels per sheet.  

Client Lists -> Export All Clients: The export feature for the client lists gives a variety of formats for exporting your client list such comma delimited files etc that are useful for printers that may be printing your flyers or promotional materials. The client and address fields that are exported are last name, first name, prefix, company name and mailing address information.  

Estimates Lists -> By Date: Lists all estimates for the date range specified. 

Estimates Lists -> By Referrer: Lists all estimates for the date range specified sorted by the referrer type.

Contracts Lists -> By Customer: Lists all contracts (where the estimate is marked as 'Contract Accepted') for the date range specified sorted by customer.

Contracts Lists -> By Date: Lists all contracts (where the estimate is marked as 'Contract Accepted') for the date range specified. 

Contracts Lists -> By Referrer: Lists all contracts (where the estimate is marked as 'Contract Accepted') for the date range specified sorted by the referrer type.  

Estimate/Contracts Lists -> By Employee: Lists all estimates and contracts for the selected employee for the date range specified.  

Estimate/Contracts Lists -> By Status: Lists all estimates and contracts for the selected job status for the date range specified.  

Estimate/Contracts Lists -> Estimate Date by Employee: Lists all estimates and contracts for the selected employee for the date range specified.  Includes the date of the actual estimate,  the print date and the calculation of the turn-around time between the two dates.  

Materials Lists: Lists materials and rates defaults for either exterior or interior types sorted by the item type. Includes materials description, unit price, unit, production rate, materials cost and coverage. 

Estimate Detail Reports 
Detail reports print all estimate components including materials amounts, costs and hours required for the job. 

Estimate Work Order Reports 
Work Orders include scheduled start/end dates and estimated materials and hours required for the job. This report is suitable for distributing to work crews or sub-contractors.  Additional space is supplied on the report for crews to report their actual hours for completing job details. These sheets can then be used for managing payroll, or for determining if the application rates used in the estimate are accurate. 

Exporting reports

Reports cannot be manually edited in the same way that the estimates and contracts as they are produced in a Crystal Report format and are intended for internal company use. However, the reports can be exported in a variety of formats such as PDF, Word document, Excel spreadsheet etc.  

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