Help Center

Go to TitleCapture

Generating, Saving, and Organizing Estimates | TitleCapture

All collectionsGetting StartedGenerating, Saving, and Organizing Estimates

Generating, Saving, and Organizing Estimates

Quickly access existing estimates or create new ones in just a few clicks, allowing you to provide accurate quotes anytime. Mark favorites for quick access, duplicate to save time, or delete old versions to stay organized.

🎥 Watch the Video Walkthrough

📖 Written Step-by-Step Guide

Viewing and Generating Estimates

From your home dashboard, you can:

Open a All Estimates by selecting the "All Estimates" option..
Access saved estimates by clicking the "All Estimates" button in the header menu.

Clicking the "All Estimates" button brings up your saved estimates, where you can edit, organize, or generate new ones.

Managing Estimates: Favorite, Duplicate, and Delete

To favorite an estimate, click the star icon next to the estimate (the star will turn blue when favorited).
To edit, duplicate, or delete an estimate, click the three dots to the right of the estimate. This will bring up an expandable menu with options to "Edit," "Duplicate," or "Delete." Select the appropriate option.

To filter estimates, click the "Filter" button. You can filter by favorite estimates, estimate type, last updated date, location, or branch.
To search for estimates, use the search bar to search by name or location.

For any questions, feel free to reach out to us at [email protected].

Did this answer your question?

😞

😐

😁