Using the Estimate Status in Midnight
The Estimate Status is used to help identify where an estimate is in your quoting process. When a new estimate is created, it is automatically assigned a status of “Open” which allows it to show on the Open Estimates widget and reports. When an estimate (or any of the multiple quantity options of an estimate) is converted to an order, the status of the estimate is changed to “Won” by the system. Midnight also comes with standard statuses such as “Lost” which you can use to identify quotes that were not won after you follow up with the customer about the projects. In addition to the standard options, you may add additional statuses that reflect your quoting process such as “Needs Review” and “Ready for “Customer” to better track the stages and review your team has when managing estimates.
We do recommend flagging estimates that are not converted to orders so that your open estimates remain as a do-list of priority records to review. In addition, as the default for the estimate search screen is to show open estimates, by updating older estimates with an updated status, you will be able to more quickly identify the records that require action (follow-up or conversion to an order).
To create new or edit existing Estimate Statuses in Midnight, click on the gear in the top-right hand corner of the screen to access Admin. Navigate down to Estimates/Orders in the Admin Lists. Click the plus to expand the section. Click on Estimate Status and the options will then open on the right-hand side of your screen.
To add a new Estimate Status, click to the grey line at the bottom of your existing statuses. Type your desired description in the "Name" field and then click the blue icon at the far-right of the line item to save your new data. The Active checkbox defaults as checked so the new status will be ready for use by the team.
To edit an existing Estimate Status, click the pencil to the right of the record you wish to update and then make any changes as desired. After you make your changes, don’t forget to save them.
The Active Estimate Statuses will be available for selection on all estimates in Midnight.