How do Estimate Statuses Work
Understand the meaning of each status and what triggers each of them
Status Types
An estimate can have one of the following statuses
1
✅ What Can Be Done:
- This is the default status when a new estimate is created.
- You can freely modify any details, including pricing, materials, labor, and customer information.
- No restrictions apply—edits, deletions, and updates are all possible.
🔄 How It Is Triggered:
- Automatically assigned when an estimate is created.
⚡ Influence:
- The estimate remains open for adjustments until it is submitted, canceled, or a revision is made.
2
✅ What Can Be Done:
- No edits allowed.
- A revision can be created if changes are needed.
- The estimate remains locked for reference.
🔄 How It Is Triggered:
- Automatically when the “Submit” button is used (sends email with PDF).
- Manually set in the dropdown if sending the estimate manually.
⚡ Influence:
- Prevents modifications to ensure accuracy in what was sent to the customer.
- Only way to change it is by creating a revision.
3
✅ What Can Be Done:
- Absolutely no edits or revisions allowed.
- The estimate is permanently locked.
🔄 How It Is Triggered:
- Automatically assigned when a Sales Order and Job are created from the estimate.
- The system links the estimate to the corresponding Sales Order and Job.
⚡ Influence:
- The estimate becomes finalized and is considered a confirmed contract.
- No changes or new revisions can be made—if modifications are needed, a new estimate must be created from scratch or duplicate an existing one.
4
✅ What Can Be Done:
- No edits allowed.
- Used for historical reference—search for the latest “In Progress” revision.
🔄 How It Is Triggered:
- When a New Revision is created, the original estimate is marked as “Amended.”
⚡ Influence:
- Helps track changes and maintains version control.
- Not an active estimate—work continues on the latest revision.
5
✅ What Can Be Done:
- No edits allowed.
- A revision can be created if a new version of the estimate is needed.
🔄 How It Is Triggered:
- Manually set to “Cancelled” from the dropdown menu.
⚡ Influence:
- Ensures the estimate is no longer active.
- Only way to restart is by making a revision.
Summary of Status Restrictions
| Status | Can be edited? | Can a revision be created? | How it’s triggered | What it influences |
In Progress |
✅ Yes |
✅ Yes |
Auto when an estimate is created | Fully Editable |
Submitted |
❌ No |
✅ Yes |
Auto when submitted (email sent) or manually set | Locked; requires a revision for changes |
Cancelled |
❌ No |
✅ Yes |
Manually Set | Frozen, requires a revision for new work |
Amended |
❌ No |
❌ No |
Auto when a revision is made | Reference Only; use the latest revision |
Approved |
❌ No |
❌ No |
Auto when a Sales Order and Job are created | Finalized and locked |
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