Smart Quote and Project statuses

Quote

Quote statuses and possible actions from the status menu:

  • Requested 
    • Approve quote
    • Mark as Pending
    • Reject Quote
  • Pending 
    • Approve Quote
    • Reject Quote
    • Send Quote to Client
  • Sent 
    • Approve Quote
    • Reject Quote
  • Split
    • no valid Smart Project status (only used in Classic Projects)
  • Approved by Client
    • Approve Quote
  • Approved 
    • no status change is possible
  • Rejected 
    • Reopen Quote

Project

Project statuses and possible actions from the status menu:

  • Requested 
    • Mark as Open
    • Cancel Project
  • Open 
    • Cancel Project
  • Canceled
    • no status change is possible
  • Closed 
    • no status change is possible
  • Complaint 
    • no valid Smart Project status (only used in Classic Projects)

Job

Job statuses:

  • Open
    • Mark as Accepted
    • Cancel Job
  • Offers Sent / Requested
    • no valid Smart Project status (only used in Classic Projects)
  • Accepted (Invoiced)
    • Start Job
    • Revert to Open
    • Accept Job
  • Started 
    • Mark as Ready
    • Mark as Accepted
    • Cancel Job
  • Ready
    • Revert to Started
  • Canceled
    • Revert to Open
Jobs Quotes Smart Projects Status

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