Each time you send an estimate for review or approval Dave automatically saves that estimate version to history so you have a running log of all shared estimate versions with your clients and their statuses.

How history works

1. All estimates start at “Estimate 1” when they’re first created
2. After sending to a client any further changes are saved to “Estimate 2”
3. Once an estimate is approved and the project is active, further changes are saved as change orders eg. “Change order 1”.
4. If you want to make another change order that’ll be “Change order 2” etc…

Estimate statuses

• Draft
• Sent for review
  • No contract or signatures required from client
• Ready for approval
  • Client is happy with reviewed estimate and clicked “Looks good”
• Pending approval
  • Sent for approval, awaiting response
• Approved
  • All clients have signed the contract on the estimate (or contractor has signed manually in Dave)
• Rejected
  • Rejected status applies to estimates sent for review and approval