Manually Mark an Estimate Status

You may choose to send your client an estimate for approval. You can also choose to manually mark your estimate as Approved or Declined, which will move it from the Pending tab in your Estimates folder to the Done tab. In your Estimates list, you also have the option to bulk mark estimates as Approved or Declined, making it easy for you to focus on estimates that need your attention.

To manually mark an estimate status, follow the steps below for your device.

iOS and Android

1. Tap on Estimates and open the pending estimate
2. Tap Status
3. Tap either Approve or Decline
4. The estimate will move from Pending to Done
5. To bulk mark estimates, tap the checkbox in the top right corner of the pending estimates list, and select multiple estimates. The option to mark the status will appear at the bottom of the screen

Web

1. Click on Estimates and open the pending estimate
   
   • Alternatively, you can click on the caret 'v' symbol next to the estimate and click on Approve or Decline
2. Click on the… button in the top right corner
3. Click on either Approve or Decline
4. Click on Save and close
5. The estimate will move from Pending to Done
6. To bulk mark estimates, click the checkboxes next to each estimate. The option to mark the status will appear at the bottom of the screen