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Quote: How to View and Filter the Quote List

Using the filters to find specific estimates.

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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