Approving Estimates

Approving estimates is a crucial step in finalizing agreements with customers and moving forward with services or products. Estimates can either be approved remotely by the customer, through email or SMS, or manually by the user via the system. Both methods ensure that once an estimate is approved, it is updated within the system and linked to the corresponding job for seamless tracking and management. This process provides flexibility for customers while maintaining accuracy and efficiency in your workflow.
Estimates can be approved by the customer remotely or by the user manually. See below for both methods.

Prerequisites: Authorised Users

Instructions

Customer Approval

1. Estimates can be approved by the customer remotely via the email or SMS sent to them.
   
   
   
   
   
   
2. Once approved, you will receive a notification informing you of the approval.
   
   
   
   
   
   
3. It will also now be visible in the Estimates & Invoices box on the Job page.
   
   

Manual Approval

1. From the Job page, locate the estimate in the Estimates & Invoices box.
   
   
   
   
   
   
2. Click on the estimate you wish to approve, which will direct you to the Estimate page.
   
   
   
   
   
   
3. Click on the blue Estimate Actions button in the top right, then click Mark Approved.
   
   
   
   
   
   
4. Once approved, you will receive a notification informing you of the approval.
   
   
   
   
   
   
5. It will also now be visible in the Estimates & Invoices box on the Job page.