The best way to manage your estimates and workflow is to keep your estimate statuses updated.
Estimates in Workiz have 6 Different Statuses:
1. Unsent - the estimate was created but never sent to a client.
2. Pending - the estimate was sent to a client and is pending approval. You will be notified once a client takes an action.
3. Approved - the client has approved and signed the estimate.
4. Denied - the client did not like the proposal and declined.
5. Won - the estimate is confirmed and has been synched to a job. You can click "sync details to job" or "convert to job" to automatically move the status to "Won".
6. Archived - the estimate is no longer relevant. When you cancel a job, the estimates are automatically moved to an "Archived" status.
How Can You Manually Update a Status?
You can always change the status manually from:
The estimate itself (as seen below).
2. The estimate report - you can change the status for one estimate or check multiple ones and change their statuses in bulk.
Need more help? See related articles below:
How to Add a Deposit Request to Your Estimates and Send Them to Clients
How to Accept Online Payments with Workiz Pay
How Do I Add Sub-Statuses to Jobs?