Mobile App: Quote Statuses

Quotes in the Sera Mobile App go through different statuses based on their stage in the sales process or the action taken by the customer or technician.  Understanding these statuses helps technicians stay informed on what needs action and what has already been resolved.

Quote Status Types

Here are the six quote statuses you may encounter in the app: 

Accepted

• The customer has approved the quote.
• Once accepted, any tasks included in the quote will appear on the invoice.
• Limited further editing can be done to this quote without the office being involved, and no further editing can be performed once the customer has added a Work Completed signature to the invoice.  Contact your office admin if you need to make changes to an Accepted quote at that time.  

Open 

• The quote has been presented to the customer and is awaiting a decision -OR- has not yet been presented to the customer but is ready.
• It can still be edited or updated if needed.
• Open quotes will appear on future jobs for rehash or upselling purposes with the customer.

Draft

• The quote is being created or edited and has not yet been presented in this state to the customer.  
• Use this status when building your quote or saving progress.
• Only the technician and office staff can see drafts - these are not visible to the customer.
• Draft quotes will appear on future jobs for rehash or upselling purposes with the customer.

Denied

• The customer reviewed the quote and chose not to move forward.
• Denied quotes are stored for reference but can not be edited or accepted without reverting back to Draft status.  
• Denied quotes will appear on future jobs for rehash or upselling purposes with the customer. 

Archived

• The quote is no longer active, typically replaced by a newer version or is no longer relevant.  
• Archived quotes are typically quotes that you would no longer offer/rehash with the customer.
• Archived quotes can be unarchived if the status was updated accidentally but are not available to the customer.

Voided

• A quote that was part of a voided invoice from the admin portal.
• This status is used when an invoice is created in error and/or if the invoice needs to be voided for some reason.  This has to be performed by an office staff member.

If you have any questions about quote statuses, reach out to your manager or contact Sera Support.