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.