Every quote carries a status that updates on its own as your customer acts. It’s how you tell, at a glance, what needs a nudge and what’s ready to schedule.
What each status means
Here’s the journey a quote takes, and what each label is telling you:
- Draft — you’re still working on it. The customer can’t see it yet.
- Sent — it’s on its way and waiting to be opened.
- Viewed — the customer opened the link. A good moment to follow up.
- Accepted — they’re in. Time to schedule the work.
- Declined — they passed, so you can move on without wondering.
Read the status chip
Each quote in your list shows a coloured chip with its status, so you can scan the whole board in a second and see what’s moving.
app.getlever.aiDave R. · water heaterAcceptedSarah K. · faucet swapViewedJo M. · deck repairSentKen P. · tile regroutDeclined
Acting on a status
Viewed but not accepted is your highest-value follow-up — they’re interested enough to look. Lever can nudge these for you; see Follow up on a quote automatically.
Common snags
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