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Change your estimate status pipeline view
Change your estimate status pipeline view

Create a custom pipeline view of your estimates to help visualise with your estimating workflow

Updated over a week ago

Navigate to Settings > Data Set Up > Estimate Status

  1. To add a new status click + Status

  2. Statuses showing from top to bottom will equate to left to right in your pipeline view. E.g. the last status shown will be displayed on the right-hand side of your screen. To change the order the statuses are displayed, click and hold on the = icon to the left, then drag and drop into the new order.

  3. To edit an existing status, click the ✎ icon, a pop-up will appear, and you can change the colour, the status name or delete the status entirely. When deleting the status, if there are existing estimates within this status, you will be prompted to select which status to move these estimates into. This prevents the estimates from being deleted along with the status.

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