Estimation Status refers to the current state of a scheduled estimate. Within ServiceWorks, you’ll have a preset list of estimation statuses as well as the ability to create your own custom statuses. Here’s a brief overview of how to view, create, and manually assign an estimation status.
Locating the Estimation Status Menu
To reach the Estimation Status menu, click on the cogwheel in the toolbar to open the Configuration Tab and navigate to Job Settings ->Estimation Status
In the estimation status menu, you’ll see the option to create a custom status using the fields below. Here’s what each of them corresponds to:
- Status Name – Use this field to configure the name of your custom status
- Status Color – Select a color code for your new status
- Status Image – Upload an image here to appear alongside your custom estimation status. This will be visible in the Schedule view and on the All Estimations page
Once you have finished configuring your new status parameters, click Save to create your new estimation status.
Under the new status creation panel, there’s a list of all the current estimation statuses within your ServiceWorks account. You can use the edit icon next to the delivered / completed and custom statuses to change the name, color, or image using the fields above this list.
Note: The only preset status that you will be able to edit is the delivered / completed status.
Below is a list of each status and what they pertain to:
- Unassigned – This estimation status will appear if an estimate has not yet been assigned to a technician
- Scheduled – This estimation status indicates that the estimate has been created and assigned to a technician but has not been started or completed.
- Cancelled – This status indicates that the selected estimate has been cancelled
- On Hold – The on hold status is for estimates whose work has been paused, whether it be waiting for an item, technician, or customer response
- In Process – This estimation status occurs when a technician marks themselves enroute for an estimate, showing that the service is in the process of being completed
- New – This estimation status occurs when a new estimate has been created
- Pending Approval – This status is reserved for estimates that are currently awaiting a response from customers to be approved
- Approved – This status is reserved for estimate rates that have been approved by the customer
- Declined – This status is for estimate rates that have been declined by the customer
Note: Custom estimation statuses are not linked to the system’s automation process and will need to be manually applied to estimates
Applying Estimate Statuses
From the Desktop:
To apply a job status, create a new or open an existing estimate and navigate to the Estimation Information panel. From there, use the Status dropdown box to apply an estimate status
From the Mobile App:
Open a new or existing job in the mobile app and click on the estimate description tab (Note: Your description may appear differently if you’ve entered text in this section already)
In the Estimate Description menu, click the Status dropdown box to view all available estimate statuses
Need More Assistance?
Contact us:
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Email: support@service.works
Phone: 636-220-4363 Ext #1
