Estimates follow a natural progression from creation to acceptance. Sometimes, you may need to manually adjust the status to fit your workflow.
How to manually change the estimate status:
Navigate to the upper left of the estimate, where the type and status are indicated. Click on the Status and a pop-up menu will appear.
Select the appropriate status from the dropdown to manually move the estimate along its lifecycle.
After you make a change, you can also leave a note allowing you to provide context for you and your team.
This will show as an internal banner along the top of your estimate.
Questions? Reach out to our team at support@paintscout.com