Opportunity Service Estimate

The Opportunity Service Estimate report provides a quick estimate of services and materials for your opportunities.

The appearance of the Opportunity Service Estimate report is similar to that of an invoice generated in Vision Billing. If the opportunity becomes a project, the project invoices will have a familiar layout.

This report displays information from the Service Estimates Tab of the Opportunity Info Center. On that tab, you specify estimates for labor, units, expenses, and consultants.

Options Dialog Box

Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.