Skip to main content
The same chip shows on the Estimates list and on the estimate. Expiration is 7 days, 14 days, or 30 days under Estimate settings. Sent estimates expire after that date. You can override the date on one estimate before you send it. No expiry set means that estimate does not expire on its own. Convert to invoice is hidden when the estimate has a multi-step payment schedule, or a single payment collected in full on approval. Convert to job is the path. Each stage is invoiced from the job. A deposit with no schedule can still Convert to invoice. The full accept path is Accept and convert. Follow-up messages for an estimate that is still unanswered are also under Estimate settings → Reminders. They are not edited on Automations. The headline on the estimate matches the chip: still on your desk, waiting on the customer, they asked for tweaks, they accepted, past its valid date, declined, converted, or archived. Use the chip when you are scanning the list. Use the headline when you are on the estimate and need the next click from the table above.