Estimate detail

Estimate detail

What this page is for:
 The estimate as a whole (all jobs in the bundle). Pre-sold status (Open → Quote → Sold) is advanced here for every job together. Contracted and Closed are on Job workspace.

Where: Open estimate →, Flow row, or list row
 /portal/estimates/estimate-detail?estimate_id=…

Steps:

1. Read header: customer, phone, email, address, From {opportunity}, Last Modified.

2. Summary: Status (may say mixed), Contract total, Jobs, Total paid, Balance due / Overpaid / PAID IN FULL.

3. Use tabs (children below). Multi-job pipeline: Show per job if progress differs.

Header & status (estimate)

What this page is for:
 Move the deal toward Sold, duplicate, notes, QuickBooks.

Where: Estimate detail header

Steps:

1. Change to Quote then Change to Sold. Confirm Change Status? → Change to {status} / Cancel. Several jobs: This applies to all N jobs in it.

2. Actions: Duplicate, View Portal (customer portal, new tab).

3. Notes opens the notes drawer.

4. QuickBooks popover when the company has QuickBooks (customer / invoice link).

Delete a pre-sold job from the workspace: Delete this estimate? {job} and its scope of work will be permanently removed. This can't be undone. Delete / Cancel. Last job → you leave for the opportunity.

Duplicate

What this page is for:
 Copy this estimate (new bundle + copy of every job). Documents are not copied; you can move them.

Where: Estimate detail → Actions → Duplicate
 Dialog: Duplicate this estimate?

Steps:

1. Review jobs, scope, Estimate Total.

2. If the source has files, choose whether to move them onto the new estimate.

3. Duplicate Estimate (shows Duplicating...). Cancel to abort.

Scope of work (estimate)

What this page is for:
 Line items per job on the bundle. Edit here or open the job.

Where: Estimate detail → Scope of work

Steps:

1. Expand a job section. Lines show name, qty, amount.

2. Use the same Edit Mode / Add Products tools as the job Scope tab when offered.

3. Totals roll into Contract total.

Jobs (estimate)

What this page is for:
 List of jobs in the bundle. Open production workspace per job. E-sign status can show here.

Where: Estimate detail → Jobs (count badge)

Steps:

1. Scan job name, trade, amount, schedule/crew if present.

2. Click through to Job workspace.

3. Check e-sign state without opening Contract.

Contract (estimate)

What this page is for:
 Per-job contract actions from the bundle.

Where: Estimate detail → Contract

Steps:

1. Select the job.

2. Preview, Export PDF, View Signed PDF.

3. With e-Sign: Send eSign, Sign in App.

Change Order (estimate)

What this page is for:
 Bundle-level summary of change orders across jobs.

Where: Estimate detail → Change Order

Steps:

1. Review net effect per job.

2. Open a job to Add / print / email a change order.

Discounts (estimate)

What this page is for:
 Read-only discount summary across jobs. Apply discounts on the job Discount tab or Sales Desk.

Where: Estimate detail → Discounts

Steps:

1. Scan each job’s discounts and totals.

2. Open the job to change them (Open / Quote only; Sold+ price is frozen).

Payments (estimate)

What this page is for:
 Payment plan and receipts for jobs in the bundle.

Where: Estimate detail → Payments

Steps:

1. Review milestones and paid amounts.

2. Edit Plan / Record Payment on a job (same tools as job Payment).

Documents (estimate)

What this page is for:
 Files on the estimate/jobs (gallery).

Where: Estimate detail → Documents

Steps:

1. Browse uploaded files.

2. Open or add from the gallery (same as opportunity gallery).

Job Costing (estimate)

What this page is for:
 Cost vs revenue for the bundle. Super Admin or manager (isPrivileged). Hidden otherwise.

Where: Estimate detail → Job Costing (tab only if allowed)

Steps:

1. Open the tab.

2. Read job cost / profit. Do not treat this as the customer-facing quote.