Status Types

An estimate can have one of the following statuses

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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.

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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.

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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.

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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• Used for historical reference—search for the latest "In Progress" revision.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.

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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• Ensures the estimate is no longer active.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