If you receive verbal or written approval from your customer, you can manually approve the estimate on their behalf. 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.
- 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.
- Click on Project.
- Go to Project Estimates at the top of the page.
- Locate the correct project in the list.
- Click the magnifying glass to view details.
- 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.
- Click on Manually Approve.
- A pop-up window will ask for confirmation.
- Click Approve estimate.