There are many ways to find an estimate

 

By typing the estimate number in the POS

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By doubleclicking from the calendar

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By scanning a barcode on a work order

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By loading a customer in the POS and selecting a pending estimate

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By Searching from the list of estimate

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By Searching from the list of estimate

Option 1 Spy glass icon in the top right,  

  • Go to POS,
  • Click on the "Spy glass" next to "Order No:",
 
 
 
 Option 2 Spy glass in the grid of buttons
 
From the list 
  • Choose "Step" from the list of steps,
  • You can perform search by Customer's name, "Order"(work order number), Description, Item number or Invoice number.
 
 
 

Archives 

  • If you didn't find anything, you can click search in the Archives,
  • Note: You can change how far in months, you want to go back in the Archives (Default value is 6 months, 0 to show everything)  
 
 


Note: When you open POS and choose customer that already has estimate created, GEM-CAR will display the following message:
"There are estimates for this vehicle, do you wish to display them?"