The estimates board includes cards for all your open estimates. Each card represents an estimate and includes all the estimate options within that card.

The Estimates Board separates your estimates into these columns:

  • Requested - 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.

  • 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 start?

A good first course of action is to start looking at all your sent estimates and following up on any outstanding ones and approving or rejecting all others.

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