The estimates dashboard gives you a centralized view of all your estimates and their current status, so you can track which estimates are pending, approved, or rejected without opening each one individually. Managing your estimates workflow from the dashboard means less time spent hunting for individual records and more time focused on converting estimates into completed jobs.

What This Video Covers

This video walks you through how to navigate the estimates dashboard in Thryv Business Center™ and how to manage your existing estimates and their workflow, including how to view the PDF version of an estimate, copy an estimate, reject an estimate, and view an associated deposit payment when one exists. It does not cover creating a new estimate or converting an estimate to an invoice. For those workflows, refer to the related estimates articles in this section.

How to Use This Video

Watch the full video below to follow along with the estimates dashboard walkthrough. To get started, navigate to the estimates dashboard in your Thryv Business Center account. From the dashboard you can view the PDF version of any estimate, copy an estimate, reject an estimate on your side, and view the deposit payment associated with an estimate if one was collected.