Process configurator for estimates

Under Settings > Process Definitions you can find the process configurator for estimates.

Here you can define which status steps an estimate goes through.

The following statuses are available:

In progress

An estimate was created as a draft and is still being edited. Values of this document are not considered by the system.

Awaiting internal approval (optional)

An estimate that was, for example, created by a junior and should be reviewed internally before it is sent to the customer.

Awaiting dispatch (optional)

The reviewed estimate was set to this status by the team leader (or another reviewing person). The junior could now send it to the customer.

Waiting for approval

This estimate has already been sent to the customer and is awaiting feedback from them (approval or change requests).

Approved

This estimate documents that the customer has approved the document. From now on the document is also relevant in job budgets.

Waiting for billing (optional)

The estimate can be billed. This status makes sense if, for example, accounting handles the billing.

Waiting for settlement (optional)

The estimate is waiting to be billed.

Billed

The estimate has been billed.

Settled against credit (optional)

The estimate is only a credit on a job. It is not actually billed but only documents a placeholder for, for example, the retainer master agreement.

Not realized

An estimate was, after customer approval, due to spontaneous changes, not realized and receives this status.

A new estimate is now generated and edited as a copy. The customer receives a new number for this.

Define permissions for the individual steps

In the configurator you can define who is allowed to move an estimate into a certain status step at all and who is allowed to change the status of an estimate that is in a particular status step.

Optional status steps can be deactivated. They will no longer be available in the future.