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Follow up on a bid or mark it sent, lost or won

Follow-up dates help organize bids; the program does not automatically email customers or obtain signatures.

Steps

  1. Open Estimates & bids, find the estimate and edit its follow-up date or Draft / Sent / Lost status when editable.
  2. Issue the PDF and send it through your normal email or delivery method. Issuing a PDF alone is not customer acceptance.
  3. When the customer accepts, the office uses Accept to create the connected job. A field laptop must sync its bid back before office acceptance.
  4. For an issued or accepted estimate that cannot be edited, preserve the original and use the copy/revision workflow; update job changes separately.

Check that it worked

The estimate status reflects what actually happened and a won estimate has only one connected job.

Still stuck?

If these steps do not match your screen, check Company & settings for your version and whether you are using Demo, a field laptop or the office workspace. Search the displayed error or save a support report.

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