Today: next steps per quote
The Today hub is where open quote work is easiest to scan: drafts to finish, quotes waiting on the customer, approved jobs that still need a calendar date, and anything scheduled for today.
- Each row shows the same status colors as elsewhere in the app, plus a short next-step line (for example Finalize and Lock Quote, Waiting for approval, Schedule the client's job, Collect Payment) driven from that quote’s lifecycle.
- Deposits & milestones (Premium) — open deposit or milestone payments with due timing; overdue rows are highlighted. See Payment milestones & due dates.
- The optional assisted action bar (Settings → Quotes & Today) adds one high-priority lifecycle button on Today and inside the quote editor when you want a single-tap shortcut. The same settings page’s title-row ? summarizes what Quotes & Today covers.
- Quote priority — same declared strategy as Quotes; Scheduling → Quotes & automation tunes follow-up and draft urgency. See Quote priority strategy and Settings quick reference.