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Estimate approvals

As soon as you create an estimate, your customer will receive an email letting them know they have a new estimate from your business. Your customer must click the link to view it online. 

In This Article

Review process

If there are questions or changes are needed, your customer should reach out to you to discuss. If you need to make any changes to an estimate, it is easy to edit and resend.

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Project.
  3. Go to Project Estimates at the top of the page.
  4. Click the magnifying glass to view details.
  5. Use the edit icon at the top of the page to edit the project name. 
  6. Make the necessary changes.
  7. Scroll down to the bottom of the page and hit the Update Estimate button to save your changes.

When ready, click Resend for Approval in the upper left corner of the page. If you are in the mobile app or in a web browser on a mobile device, click the two lines in the upper right corner for a dropdown menu and select Resend for Approval.

Approvals

Approving an estimate automatically converts the estimate to a project and moves it over to the Active Projects tab.

If a down payment is required, the estimate includes a payment form. Your customer can select a saved payment method or enter a new payment method. Submitting the payment automatically approves the estimate.

If no down payment is required, the customer must view the estimate and click the button to approve it. 

You will receive an email notification letting you know the project has been approved. 

Declines

When your customer declines an estimate, a pop-up window will ask for a reason why the quote was not approved. 

The estimate will automatically be marked as declined and the reason will appear on the details tab for future reference. You will also receive an email notification that includes the reason for the decline. 

Manually update the status

If you receive verbal or written confirmation from your customer, you can manually approve or decline the estimate on their behalf.

  1. If you are on desktop, go to the left sidebar. If you are in the mobile app or in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
  2. Click on Project.
  3. Go to Project Estimates at the top of the page.
  4. Locate the correct project in the list.
  5. Click the magnifying glass to view details.
  6. If you are in the mobile app or in a web browser on a mobile device, click the two lines in the upper right corner for a dropdown menu.
  7. Click on Update Status.
  8. Select Approve Estimate or Decline Estimate on the pop-up window.
  9. If you approve, click Approve estimate to confirm. If you declined, select the most appropriate reason and click Decline. 

Manually approving the estimate will cancel the request and mark the estimate to approved. This action converts the Estimate to a Project and moves it over to the Active Projects tab.