Open Estimates
0
0 estimates currently open
🧾
Approved
1
1 approved estimates
✅
Pending Value
$0.00
Value of open estimates
💰
Closing Rate
100%
Based on all saved estimates
📈
Estimate List
Review estimate status, totals, and customer activity.
| Estimate # | Customer | Project | Date | Status | Total | Actions |
|---|---|---|---|---|---|---|
| EST-20260323191009 | Van Coulter | New Screenroom | 03/23/2026 | Approved | $2,515.00 |
Estimate Status
Quick breakdown of your current estimate pipeline.
Draft
4
Sent
7
Follow Up
5
Approved
7
Quick Notes
Helpful reminders for the office team.
Estimate follow-ups due today
5
Approvals waiting to schedule
3
Average estimate value
$4,683
Largest open estimate
$13,850
Next Step
Recommended workflow after estimate approval.
Approved estimates should move to invoices and jobs.
Once the customer approves an estimate, the next step is to collect a deposit, create the invoice, and schedule the project.