How Can I Update Estimate Statuses?

Learn how to update estimate statuses for the New Sales Experience and what each status means.

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How to Update Estimate Statuses

Estimate Status Definitions

How to Update Estimate Statuses

In order to update an Estimate's status, go to the Job that the Estimate was created under. 

Then, select the Financials tab and click the three dots to the right of the Estimate you want to update.

Once you click the three dots, select the Change Status option from the dropdown. Then, select the status you would like to update it to.

Estimate Status Definitions

Draft: This status indicates that the Estimate has not yet been sent and may still need additional items added.

Sent: The Sent status indicates that the Estimate has been email to the customer. 

Denied: This status indicates that the estimate has not been approved by the customer, and may be used in cases such as the customer asking for a different estimate or backing out. This status can only be applied manually.

Approved: This status is automatically applied when an Estimate has been signed, but you may also manually edit the status to be Approved so that you can convert your estimate to other financial documents (see the link below).

Invoiced: Indicates that the Estimate has been sent and approved, and that it has now been converted to an Invoice. 

Void: This status is used to void an estimate and mark the dollar amounts as zero to avoid skewing your reporting. This can be applied in situation such as when the wrong estimate is sent or there was a duplicate sent.