Previously the Estimate Report was included with our Investment Packet builder, but our separate Estimate Report provides an easy way for you to share your Estimated Costs & Scope of Work without the rest of the other financial data included in the Investment Packet.

The Estimate Report includes an Estimate Summary page that summarizes your Estimated Costs & a Detailed Estimate page which provides a detailed list of every line item included in your estimate!

You should also notice some new 'Print to PDF' functionality on the Investment Packet, Estimate Report & SOW reports.

​We are still working out a few kinks with the Print to PDF, but should have that ready by the end of the week!

Click to  learn more about our Rehab Estimator Tool & Rehab Estimate reports!

Dave Robertson
March 19, 2019
5 min read
Our blog

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Easily type-to-search and select the Account, Company and Category without touching your mouse.
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New Features

Enhanced Date Range Filters & Accounting Controls

We've introduced new Date Range and Accounting filters across the Expense Tracker and reports to give you more flexibility and control over your project spending data.
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New Features

New Transaction Reports for Simplified Reconciliation

Learn how our new Global and Project Transaction Reports simplify reconciliation by allowing you to track and filter every expense across your entire portfolio in one master list.
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