Estimates

Estimates use the same document engine as invoices (line items, totals, sending) with their own lifecycle: Draft → Sent → Accepted / Declined.

Getting an estimate accepted

There are two ways an estimate is marked accepted:

• The client approves it themselves through the client portal, if you've shared it that way.
• An Owner or Admin records the decision in-app on the client's behalf (e.g. after a verbal or emailed yes).

Either way, Springtrack records who made the decision and when.

Converting to an invoice

An estimate must be Accepted before it can convert to an invoice — trying to convert one that isn't accepted is blocked with a clear "accept first" message. Once converted, the estimate shows a distinct Converted → INV-… status (separate from accepted/declined), and it can't be converted a second time. If you delete the resulting invoice, the estimate becomes convertible again.