Managing Estimate Statuses

Learn how to view, and manage estimate statuses in the system, including default and custom statuses.

These statuses help track the life cycle of individual estimates and provide insights into your company's overall performance.

To access this submodule, navigate to EstimatesStatuses

Estimate statuses page overview

Adding a New Status

1. Within EstimatesStatuses, click the + button in the top right corner to add a new status.

2. A modal window will appear, allowing you to configure the following:

  • Create a status name
  • Set the status priority
  • Specify whether it is a Confirmed or Declined status
  • Provide Decline Reasons (if the status is set to Declined).

Managing Existing Statuses

Editing a Status Name

  • Click the pencil icon to rename an existing status.

Enabling or Disabling a Status

  • Click the eye icon to enable a hidden status and make it visible in the system.
  • Click the crossed-out eye icon to disable and hide a visible status from the system.
Important: Default statuses (those without blue eye or crossed-out eye icons) cannot be enabled or disabled.

By managing statuses effectively, you can optimize estimate tracking and gain better performance insights for your company.