Estimation Status

T. L. Hawkins

3 years ago

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