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Quote: How to View and Filter the Quote List

Using the filters to find specific estimates.

Updated over 3 weeks ago

Accessing the Quotes List

  1. Log in to your WIZniche dashboard.

  2. Click on the Three-Line Sidebar menu (top left).

  3. Click on Quotes.

  4. The page will load automatically, defaulting to the All view.

Search & Sort

  • Search Bar: Located above the table, use this to search by Customer Name, Service Type, or Quote Number.

  • Status Tabs: Click tabs like Pending, Open, or Approved to filter by stage.

  • Column Filters: Click the Filter Icon on columns to filter by Date (e.g., Last 7 Days), Status, or Service Type.


Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.

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