To view your quotes, click on “Quotes” on the left side menu, then click “View Quotes”. The quotes are ordered by the newest entered first. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.
Filtering Quotes
You can filter the quotes by date by clicking the “Choose Date Range” link in the top left section of the quotes list. This will filter the quotes by date.
You may also filter quotes by status by clicking the Filter By: Status drop down, or you can search quotes by entering a search term and clicking the enter key.
Service Wiz Professional
Home Services Management and Oversight Assistance
