Hold Back Funds without Changing Property Reserve

Track a Work Order Estimate

An estimate must be recorded on a work order for those funds to be held back from owner payments. Note, only users with permission to enter bills can record estimates on work orders.


  • Add the "Estimate Amount" and "Last Billed On" columns to the Work Order report to confirm all funds necessary are held back from owner payments.
  • Add the "Work Order Estimates" column to the Trust Account Balance report for an accurate picture of your trust operating account balances.


  1. Open a work order and at the top click Actions to expose a list of tasks.
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  2. Select Track Estimate. Enter the estimate request requested and received dates and the amount.
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  3. Click Save. An Estimate Created line item is recorded in the Actions Log on the work order with the details you entered.User-added image

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