Quote statuses
A quote’s status tells you where the client’s answer stands; that answer then moves the project forward on its own.
| Status | What it means |
|---|---|
| Draft | Saved on your side, nobody has received it. |
| Sent | Received, or marked as sent, with no answer yet. It can be corrected. |
| Accepted | Approved by the client. It can no longer be changed. |
| Rejected | Turned down by the client. It can no longer be changed. |
A property manager answers in Tayo, and TAYO.pro picks up the answer; a client outside Tayo answers in their Client space.
What the client’s answer does to the project
Section titled “What the client’s answer does to the project”| The client… | The project moves to… | Up to you to… |
|---|---|---|
| accepts | On-site job to schedule, or Work to close without the On-site jobs & calendar module | schedule the on-site job, or close the work |
| rejects | Declined quote | choose New quote or Close project |
| does not answer | stays in Awaiting award | wait, or follow up with the client |