Tracking

Every quote carries a status, so you always know where it stands — from the moment you start it to the moment you're paid.

Quote statuses

These are the chips on your quote list and at the top of every quote, in the app and on the web. Their color tells you the kind of status at a glance: gray when nothing is moving, blue while it’s with the customer or the bank, green once it’s signed or paid, and red when it needs a follow-up.

Not moving

Draft: Started, not sent yet. It saves as you go.
Cancelled: You cancelled it. The customer can no longer sign it.

With the customer

Sent: Sent to the customer by text, email, or both.
Viewed: The customer has opened the link.
Payment clearing: The customer paid by bank transfer and the money is on its way. Bank transfers take a few business days to clear; the quote moves on by itself once the funds land.

Done

Signed: The customer signed. It’s a contract now.
Deposit paid: Part of the total is paid — usually the deposit — and a balance is still due.
Paid in full: Every dollar is in.

Needs a follow-up

Expired: It passed its expiry date without being signed. Resend it with a new expiry to bring it back.

Notifications

nudge sends a push notification to your phone the moment a customer acts on a quote you sent:

Quote viewed — when a customer opens a quote.
Quote signed — when a customer signs.
Payment received — when a customer pays online. This needs Stripe connected.

All three are on to start with. Turn any of them off in the app under Account → Profile → Notifications. If notifications are off for nudge in your iPhone’s Settings, that section says so and links you there.

Bank transfers work a little differently: you get an email as soon as the customer submits one, so you know it’s coming, and the paid notification follows a few business days later when the money clears.

Your pipeline at a glance

On the web, the top of Quotes shows your pipeline (quotes sent or viewed and their value), and how many quotes were sent, signed and expired. Filter the list by status, date, or — for owners and managers — by rep.
In the app, Insights shows your pipeline, what was signed this month, and the quotes waiting on your customer.
Open any quote on the web for its activity: when it was sent, viewed, signed and paid.

Reps see figures for their own quotes; owners and managers see the whole business.