The My Favorites feature makes it easy to focus on the estimates and jobs you work on the most - without needing complex permissions or filters.
My Favorites is a simple way to:
Highlight key estimates or jobs
Reduce clutter in long lists
Quickly return to the items you're regularly working on
How do I add an estimate or job to My Favorites?
Navigate to your Estimates or Jobs list
Find the item you want to save
Click the My Favorites (⭐) symbol, shown below.
Once selected, the item will be added to your My Favorites list.
View My Favorites by navigating to My Favorites within Estimates or Jobs in the left-hand menu.
You can:
Remove individually 'starred' estimates or jobs at any time
Clear your entire favorites list if needed
Important things to know
Favorites are personal
Only you can see and manage your favoritesEstimates and Jobs are separate
Marking an estimate as a favorite does not automatically favorite the related job (and vice versa)No restrictions or permissions
This feature doesn’t lock or limit access - it’s purely for the purpose of organization