How do quote statuses work?
To help you keep track of your potential customers and jobs, each quote has a status. The status of each quote is displayed on the quotes page.
By default, closed quotes are not displayed. Click on the filter icon to view closed quotes.
Quote statuses update automatically as you submit a simple estimate, share a cost breakdown, sell the lead on the marketplace, convert the quote to a customer, and as the potential customer accepts or declines your quote.
Here's a list of what each quote status means. There are several main status categories (in blue text):
- New
- The status of the quote has changed and needs actioning.
- Expecting
- A quote has been supplied but the customer has not yet responded.
- Old
- Closed quotes (hidden by default).
Within these categories are several subcategories (in grey text):
- Submitted
- The quote request has been submitted but you have not yet provided an estimate or cost breakdown.
- Estimated
- The customer has been given a simple estimate but has not yet responded.
- Itemised
- The customer has been given a cost breakdown but has not yet responded.
- Accepted
- The customer has accepted the quote.
- Declined
- The customer declined the quote.
- Rejected
- You have chosen not to provide an estimate.
- Marketplace
- The quote has been offered as a lead on the marketplace.
- Purchased
- The quote has been purchased from the marketplace.
