Work smarter by tailoring your view of estimate records.
Fynlo provides intuitive tools that help you stay organized and in control of your sales estimates. With flexible search, display, and filtering features, you can quickly find the information that matters most, without unnecessary complexity.
🔍 Quick Search for Faster Access
Looking for a specific quote? Use Fynlo’s built-in search feature to locate estimates instantly.
Just type a few characters like the estimated number or client name, and your list will adjust automatically to show the most relevant results. No digging required.
📋 Customize What You See
Everyone works differently. Fynlo lets you personalize your view by selecting which details are visible in your estimates list.
You can choose to show or hide fields like:
Estimate Number
Client Name
Creation Date
Due Date
Status
Total Amount
This gives you control over how much information is displayed, keeping your workspace clean and focused.
🎯 Filter for Precision
Need to narrow things down? The filtering options in Fynlo let you refine your list based on criteria such as:
Creation date range
Due date range
Client or status (depending on your version)
You can easily combine filters to zero in on the exact set of estimates you want to analyze or review.
✅ Clear and Reset Options
Whether you're exploring a few filters or trying a new display setup, Fynlo ensures your changes are easy to reverse. You can reset your view to the default settings at any time with just a click.
💡 Why It Matters
Keeping your estimates organized helps you respond faster, manage follow-ups more efficiently, and make informed business decisions. With Fynlo, you’re not just storing quotes—you’re setting up a streamlined workflow built around your needs.
Need help setting up your filters or customizing your display? Our support team is ready to assist. Just get in touch.