This article explains how to view, edit, and manage estimate statuses, including default and custom statuses, in the system.
Accessing the Estimate Statuses Submodule
To access this submodule, navigate to Estimates → Statuses.
Adding a New Status
1. Within Estimates → Statuses, click the + button in the top right corner to add a new status.
2. A modal window will appear, allowing you to:
- Create a name for the status.
- Set the status priority.
- Specify whether it is a Confirmed or Declined status.
- Add Decline Reasons (if marked as Declined).
Note: The Default and Sent statuses are system-defined and cannot be duplicated.
These statuses help track the life cycle of individual estimates and provide insights into your company's overall performance.
Example: Creating a New Status
When you click the + icon, the modal window appears, where you can configure the details of the new status.
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.