Workflow

The Workflow section allows you to move the estimate through the statuses by dragging and dropping. The statuses of an estimate are outlined in the diagram below.

The statuses are:

• Estimate: when an invoice is created is just an estimate

• Approved: the estimate was approved by the customer

• Declined: the estimate was declined by the customer

• In progress: work is in progress

• Completed: work is done

• Paid: customer has paid for the invoice

• Delivered: customer received the vehicle

• Overdue: customer hasn't paid