Quote status & colors

Quotes change color based on their progress:

  • Gray (Draft): Not yet locked or sent. Visible only in the client profile.
  • Blue (Locked): Locked and ready to share, but not yet recorded as sent.
  • Orange (Sent): Recorded as sent to the client (after email/SMS/print or another successful send handoff).
  • Amber (Approved): Client has accepted the estimate.
  • Blue (Scheduled): On the calendar.
  • Teal cyan (Completed): The job is finished and marked as complete.
  • Emerald (Paid): Payment received.
  • Red (Expired): Past its validity date.
  • Stone (Declined): Rejected by the client.

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