Overview
Once an estimate has been sent to a customer, you can manually update its status in Copilot based on the customer’s response. This helps keep your records accurate and ensures the next steps — like scheduling or invoicing — are triggered correctly.
Step 1: Open the Estimates Page
Go to Finances > Estimates.
Use the search or filter tools to locate the estimate you want to update.
Click the blue Estimate # link to open the Estimate Preview page.
Step 2: Review the Estimate Status
Each estimate displays its current status near the top (such as Pending, Sent, or Opened).
The available options for changing the status will depend on its current state.
Step 3: Update the Estimate Status
Depending on the estimate’s current status, you’ll have the following options:
If the estimate has been sent and opened:
You can choose to Accept, Decline, or change the status back to Pending.If the estimate has only been sent (not yet opened):
You can choose to Accept or Decline.If the estimate is still pending:
You can send or resend the estimate to your customer first before updating the status.
Step 4: Confirm the Change
After selecting Accept, Decline, or Pending, the status will update automatically and display the change on the Estimates list view.
Note: When a customer accepts or declines an estimate directly from their Customer Portal, the status will update automatically — no manual change required.