Estimate Work Order statuses
This reference describes the status values for an Estimate Work Order. Use it when you need to know what an estimate's current status means or what has to happen for it to move forward.
An Estimate Work Order is a cost estimate for proposed work, created before the work is approved and converted into a regular Work Order. Its statuses track that approval lifecycle rather than the maintenance-work lifecycle described in Work Order lifecycle.
This article describes the system-default statuses. Depending on configuration, a tenant's Estimate Work Order status list may include additional custom approval-stage statuses layered on top of the set below (Admin > Estimate Work Order Status Setup), used for multi-step approval routing.
Estimate Work Order statuses
Status | What it means | What happens next |
|---|---|---|
New | The estimate has been created but has not yet been sent for approval. | Add or edit jobs and lines, then request approval. See Create an Estimate Work Order. |
Pending | The estimate has been sent for approval and is awaiting a decision. | The approver reviews and approves or denies the estimate. See Request Estimate Work Order approval. |
Approved | The estimate has been approved and is ready to become a Work Order. | Convert the estimate into a Work Order. See Convert an approved estimate to a Work Order. |
Close Work Order Created | The estimate has been converted. A regular Work Order now exists for this work. | Continue the work on the resulting Work Order. The estimate remains as a historical record. |
Closed | The estimate has been closed. | No further action on the estimate itself; see the resulting Work Order if one was created. |