Articles on: Estimates

Updating the Status of an Estimate

By default, a newly created estimate is in the "New" status. Lead the estimate through the sales funnel by updating its status according to the stage it is on.

To achieve that, first locate the estimate in question:

with the help of the Live search;
from the Estimates list on the sidebar;
on the client's profile.

Then, click on the "eye" icon to view the estimate page:

Once on it, click on the Update Status button:

Select a new status from the drop-down list:

When you change the estimate status to "Confirmed", a workorder is generated.

To create and manage estimate statuses, check out the article here: Managing estimate statuses

Updated on: 09/01/2023