What is the Pipeline Estimates Board?
The Pipeline estimates board includes cards for all 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 unscheduled estimate that has not been marked as '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 that you want to pause the follow up automations or for any other reason mark it on hold (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 course of action is to start looking at all your sent estimates, following up on any outstanding ones, and approving or rejecting all others.
This will give you a clean slate to start with.