Workflow

Understand the Toolbot workflow for managing your jobs.

As you create estimates, quotes, and invoices in Toolbot, each job passes through a number of stages in the workflow. Each stage informs Toolbot what actions are required to help you at each point along the process of quoting for a job, through to receiving payment.

You can manually update these stages, but they cannot be renamed. The workflow stages are as follows:

Estimates & Quotes

Stage	Description
Draft	The estimate/quote is being worked on.
Sent	You have sent the estimate/quote to your client using Toolbot or your mail client.
Waiting	The customer has not yet accepted or declined the estimate/quote.
Accepted	The customer has accepted the estimate/quote and you are ready to book in to do the job.
Declined	The customer does not want to go ahead with the work, but you can amend the estimate/quote and re-send it.

Invoices

Status	Description
Draft	The invoice is being worked on.
Due	The invoice has not been paid, but the customer is still within the number of days in the Payment Terms.
Overdue	The invoice has not been paid, and the customer has exceeded the number of days in the Payment Terms.
Paid	The invoice has been paid in full.
Written Off	The invoice has not been paid and you do not expect your client to pay.