Estimate statuses in Commusoft help track the progress of an estimate as it moves through your workflow. This process enhances workflow management by providing clarity on which estimates need attention and follow-up, allowing teams to stay organized and ensure timely communication with customers.
View Setting
➡️ Navigate to Reporting > Burger menu > Estimates > Estimates
Estimate Statuses in Workflow
Ongoing
When an estimate is first created, it will default to the Ongoing status.
Example: Filtering by this status in a report will show all estimates that have been created but have not yet been sent to the customer.
Waiting for Customer
After the estimate has been filled out and sent to the customer, the status changes to Waiting for Customer.
Example: Filtering by this status will display all estimates sent to the customer but awaiting a response.
Accepted or Rejected
Once the customer responds, the estimate status will change to either Accepted or Rejected, depending on their decision.
Booking After Sending Estimate
If an appointment is booked after sending the estimate to the customer, the status will revert to Ongoing to reflect the active engagement with the estimate.
Tips for Using Status Filters in Reports
Single Status Filter: You can filter your report by only one status at a time. This helps to focus on a specific stage in the estimate workflow, like viewing all pending responses by selecting Waiting for Customer.
Multiple Reports: To view multiple statuses simultaneously, you can create separate reports for each status to monitor the overall estimate progress.