Open Estimates
Review quotes, approvals, follow-ups, deposits, and QBO readiness.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Estimates is for and choose the correct next action.
Safety and data checks
- • Do not resend, accept, invoice, or book from the list until the customer and latest version are verified.
Complete the task
- 1Navigate
Open Open Estimates
Use the Hub navigation to open Open Estimates. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Estimates is open and its page heading is visible.
- 2Review
Understand what belongs here
Estimates contains chatbot and office-created quotes from draft through acceptance and booking. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm the tab, customer, estimate number, status, age, and whether an approved quote is already booked. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the correct estimate to review versions, line items, delivery history, acceptance, and payment state. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not resend, accept, invoice, or book from the list until the customer and latest version are verified. This orientation ends before any irreversible or customer-facing submission.
Do not resend, accept, invoice, or book from the list until the customer and latest version are verified.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.