Understanding estimate statuses helps you track where each estimate stands — from initial draft to final decision.
This guide explains what each status means and how it reflects progress in your customer workflow.
📝 Draft
When it appears:
As soon as you create an estimate, it starts in Draft status.
What it means:
The estimate is still being built. You can freely add, edit, or remove line items, descriptions, and pricing.
💡 Tip: Keep an estimate in Draft until you’re ready to show or send it to the customer.
✅ Created
When it appears:
After you finalize and save your estimate.
What it means:
The estimate has been completed and is ready to present or send to the customer.
You can still make edits if needed before sharing.
✉️ Sent
When it appears:
After you send the estimate to a customer via email or SMS.
What it means:
The customer has received the estimate and can now review, accept, or reply with questions.
👀 Reviewed
When it appears:
Once the customer has viewed the estimate (for example, through the email or link you sent).
What it means:
The customer has opened and reviewed your proposal.
They may be considering their options before making a decision.
👍 Accepted
When it appears:
After the customer agrees to one of the estimate options.
What it means:
The customer has approved the work or purchase.
The estimate can now move forward toward invoicing or job scheduling.
🚫 Voided
When it appears:
When an estimate is marked as Voided by a technician or admin.
What it means:
The estimate is no longer valid and cannot be edited, accepted, or converted to an invoice.
You might void an estimate if it was created in error or replaced by a new version.
❌ Closed – Lost
When it appears:
When an estimate is declined or the sale opportunity is lost.
What it means:
The customer chose not to proceed — possibly selecting another provider or deciding not to move forward with the work.
Summary Table
Status | Purpose | Can Edit? | Next Possible Step |
Draft | Still being created | ✅ Yes | Created |
Created | Ready to present/send | ✅ Yes | Sent |
Sent | Shared with customer | ⚙️ Limited | Reviewed |
Reviewed | Customer has viewed | ⚙️ Limited | Accepted / Closed |
Accepted | Customer approved | 🚫 No | Convert to Invoice |
Voided | No longer valid | 🚫 No | — |
Closed – Lost | Customer declined | 🚫 No | — |
Frequently Asked Questions
Q: Can I edit a Sent or Reviewed estimate?
You can make limited edits before the customer accepts. Once accepted, it becomes locked.
Q: What’s the difference between “Voided” and “Closed – Lost”?
Voided is for internal cancellations (e.g., duplicate or outdated).
Closed – Lost means the customer declined or the sale was not won.
Q: Can I bring back a Voided or Closed estimate?
No, these are final statuses. You’ll need to create a new estimate instead.
Q: Do customers see the same status labels I do?
Customers see when an estimate is sent, reviewed, or accepted, but not internal statuses like “Draft” or “Voided.”
Q: What happens when an estimate is accepted?
It can be converted directly into an invoice or used to create a job, depending on your workflow.
Need more help?
📧 Email support@getbreezyapp.com or message us through the in-app help bubble.