Quotes: tracking, holds, and status actions

Where to find it

Open a quote from places such as:

• Worklists and task workflows that surface quotes

• Links from the related job or contact record

The quote row or bar shows status chips, actions, and a menu of follow-up options.

When you use it

• Tracking whether a quote is pending, on hold, accepted, rejected, or archived.

• Following up after the client has viewed or responded.

• Moving a quote back to an earlier state when appropriate.

Status chips and indicators

You may see:

• Hold Active — A scheduled hold window is currently in effect.

• Hold Expired — The hold period has ended.

• Accepted! Scheduled Now — The quote was accepted in a flow where scheduling is already reflected.

Exact visibility depends on timing and whether the quote is tied to an inspection.

Quick actions and tooltips

• Mark Quote Accepted — Confirms acceptance from your side when that action is available.

• Mark Quote Rejected — Marks the quote rejected when that action is available.

Menu actions (examples)

Open the quote’s actions menu to find options such as:

• Edit Quote

• View In Client Portal

• Move Back to Pending — Shown when the quote is rejected or archived so you can reopen the workflow.

• Send Action — Opens the flow to resend or trigger a configured follow-up (wording may match your automation setup).

• Archive Quote — Archives the quote record.

After you change status

• The row updates to reflect the new state and chips.

• Portal and automation behavior depends on your company’s action flows and templates.

Caveats and common confusion

• Hold Active / Hold Expired are time-based; refresh or reopen if something looks out of date.

• Send Action is tied to your organization’s configured flows—not every company uses the same templates.

• View In Client Portal may show a loading state briefly while the link is prepared.

Need help?

If a quote is stuck in the wrong status, provide support with:

• quote or job identifier

• which button you used (Mark Quote Accepted, Archive Quote, etc.)

• approximate time of the change