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Quote Pipeline
Follow a job through its whole life: draft, prepared, client accepted, pending payments, and paid in full.
Stage 1
Draft
Quotes you are still working on. Save as a draft to keep them here.
Stage 2
Prepared
Ready to share with the client, or edit before sending.
Stage 3
Client Accepted
Billing and invoicing start here.
No accepted quotes yet. When a client approves, mark a prepared quote accepted and it appears here. Invoicing starts from this stage.
Stage 4
Pending Payments
Accepted quotes with invoices set up. Mark each invoice paid as it comes in.
Q-20260619-006Pending Payments
Test_Again
23423 Home, City, NC, 23444
Outstanding: $14,608.12
$29,216.25
Q-20260619-002Pending Payments
gar
24 hallow, sparta, NC, 22745
Outstanding: $35,621.25
$35,621.25
Stage 5
Paid in Full
Every invoice on this job has been paid.