“Select a Status” Feature
Exciting news here, we just rolled out a new feature allowing you to select a status for your estimates. This “Select Status” feature is designed to allow you to keep track of projects you have won, as well as those you have lost, or might still be working on. There are three options, “In Progress” “Approved” and “Declined”.
You can utilize this feature by heading into “Projects” and clicking “Select a Status”. Choosing one of the three does not mean the project has to stay in that phase forever. To change a status, simply head back in and select a different status. For example, if I am working on a bid, I will select “In Progress”, and once I win that bid, I will select “Approved”. In no way does this affect your estimate other than letting you know the current stage of the bid.
Keeping track of your estimates like this is a great way to understand trends and patterns. Maybe you lost a bid because of X, maybe you won a bid because of Y. We hope you find this feature useful. If you have any feedback, feel free to give us a shout!