Estimates

A commercial proposal before you invoice. Accepting a quote does not create a work order, does not schedule a technician, and does not create an invoice.

Sales → Estimates · /app/w/{workspace}/estimates · capability estimates · estimates.view / estimates.manage

An estimate is not required on every job. PDFs need a queue worker.

Create a draft

1. Sales → Estimates → New estimate. Copy: Start a draft estimate for a customer. You can add catalog lines and options on the next screen.
2. Customer (required). Site and Title optional. Save draft.
3. On the builder: Add line — From catalog or Custom line. Quantity, unit, unit price. Optional second option (Add another option) so the customer can pick.
4. Discount is on the option (none / fixed / percentage), not on each line. Tax uses the option rate (workspace default from Settings → Commercial → Default tax rate).

Currency is the workspace Default currency. Issued later documents keep their code; changing the default does not convert amounts (no FX). Totals: Total = Subtotal − Discount + Tax (tax-exclusive, half-up). Labels: Subtotal, Discount, Tax (:rate%), Total.

Lifecycle

Status	Meaning	Who / action	Editable?
Draft	Not shared.	Send or cancel	Yes
Sent	Customer has the snapshot.	Accept / Decline / Request changes (if enabled), or expire	No
Changes requested	Customer asked for edits. Public and portal actions are frozen until you send again.	Edit, then Send again	Yes
Accepted	Customer (or named signer) agreed.	Convert to work order or cancel	No
Declined	Customer refused. Not “Rejected”.	Can Send again	No
Expired	Sent and past Estimate validity (days) end of day.	Display state while still stored as Sent	No
Converted	A work order exists.	Terminal	No
Cancelled	Office cancelled the quote.	Terminal	No

Each Send stores a new immutable snapshot. After accept: This quote can no longer be edited. There is no formal revision/duplicate button.

Send and customer decision

1. Send (estimates.send). Confirm: Send this estimate? — The customer will receive this version. After sending, this snapshot can no longer be edited. Email subject Estimate :number, CTA Review estimate.
2. Share /e/{token} or let a portal user open it. CMS preview is live JSON, not a rewrite of the sent file.
3. Customer: Accept estimate (option: Select this option), Decline, or Request changes (when Settings → Commercial → Allow customers to request changes is on). Optional Your name / Signature if Require a signature on approval is on.

Request changes needs a message (max 2,000 characters). Status Changes requested. Copy: We received your change request. / We will send an updated estimate. This version can no longer be accepted. Until you send again: This estimate cannot be accepted or updated right now.

Accepting from the office back-office does not send the staff customer-decision alert. Public/portal decisions do.

Convert

Only after Accepted: Convert to work order (estimates.convert) creates a Draft work order with Planned lines (0..1). A site must exist on the estimate or the convert form. It does not schedule, assign, or create an invoice. Accept alone is not enough.

Then office Opens the job, adds an appointment, and dispatches as usual. Still no invoice until you issue one.

Related: Work orders, Invoices.