Fieldsity

An estimate's status tells you exactly where the deal stands — and the tabs across the top of the <b>Estimates</b> page group your pipeline by them.

The Estimates page with status tabs and a list showing draft, sent, and approved estimates

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The estimate status tabs from All through Converted

<b>Tip:</b> Every estimate shows how many days it has left ("Expires in 23 days") — a built-in nudge list for follow-up calls before good quotes go stale.

Related: <a href="https://help.fieldsity.com/en/articles/13976472-send-an-estimate">Send an estimate</a>.

From Draft to Converted — where every quote stands at a glance.

What do the different estimate statuses mean?

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Status	Meaning
Draft	Built but not sent — the client hasn't seen it.
Sent	Emailed to the client.
Viewed	The client has opened it.
Changes Requested	The client wants something adjusted before approving.
Approved	The client accepted — ready to become a job.
Rejected	The client declined.
Expired	The Valid until date passed without a decision.
Converted	Turned into a job with Convert to Job.

What do the different estimate statuses mean?

What each status means