What is the Pipeline Estimates Board?
The Pipeline estimates board provides cards for your open estimates. Each card represents an estimate and includes all the estimate options within that card.
How is the Pipeline Estimates Board organized?
The Estimates Board separates your estimates into these columns:
Unscheduled - An estimate is unscheduled when it has not been marked 'On My Way', finished, sent, approved, or rejected.
Scheduled - An estimate with a scheduled date that has not been marked as 'On My Way', finished, sent, approved, or rejected.
In Progress - An estimate that has been marked as 'On My Way', but not finished, sent, approved, or rejected.
Completed - An estimate that has been 'Finished', but not sent, approved, or rejected.
Sent - An estimate that has been sent to a customer, but no options have been approved or all options have not been rejected.
On hold - A sent estimate you want pause follow up automations for or for any other reason (for example: waiting to hear back from customer on changes).
Approved - An estimate where one option has been approved within the last 7 days, but the estimate has not been copied to a job.
Rejected - An estimate where all the options have been rejected within the last 7 days.
Where to begin with your Pipeline Estimates Board
A good first step is to start looking at all your sent estimates, follow up on any outstanding ones, and approving or rejecting all others.