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Estimate Reviews: approve instant estimates
Every price FieldQuo computed for a homeowner waits here until a person confirms it — you approve at a figure, adjust it, or open the quote — and nothing can be sent before that.
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An instant estimate is a range a homeowner saw on your website or was measured from a phone call. It is not a quote until somebody accountable has looked at the property, the numbers and the client, and pressed Approve. Estimate Reviews is where that happens, and the Send button on a quote refuses to work until it has.
Overview
The screen opens with its own sentence: instant estimates from your website land here first — confirm the price, adjusting it if the property needs it, before the quote can be sent. Below it is one card per estimate waiting for review. When nothing is waiting it says so.
This is the gate the whole instant-quote feature hangs on. The draft lands with a review flag that only this screen clears; a quote that still carries it cannot be emailed, and the error says why: confirm the price in Estimate Reviews, then send.
Only in FieldQuo. A homeowner-facing instant price with a mandatory human review before it becomes a quote is not listed on the pricing pages of Jobber, Housecall Pro, Projul or ServiceTitan at any tier.
What is on each card
- The client's name (or Website enquiry when none was given), the quote number and where it came from: Measured from satellite, Lawn traced on map, Homeowner-entered, or Taken from a phone call with a Listen button for the recording.
- Who it is assigned to — Assigned to you, Assigned to a colleague, or Unassigned — assign to me, which claims it in one click.
- The property: a satellite still where one was captured, the roof area and pitch, the squares and tear-off layers, or the area and material typed in.
- Homeowner saw: the range they were shown, and Their budget: if they gave one — flagged over budget when the range exceeds it.
- The line breakdown the estimate was built from, and any note from a phone call that says the caller asked for something that is not in the figure.
- Approve at with the company's currency and the total in a box, the Approve button, and Open quote.
How to approve an estimate
- Open Estimate Reviews from the sidebar (the row is labelled Quote reviews).
- Read the card. If the caller or the form asked for something the price does not cover, it is written on the card.
- Leave the total as it is, or type the figure the job is really worth in Approve at.
- Press Approve. The card leaves the queue, the quote's total and subtotal become the figure you approved, and the quote can now be sent.
- Press Open quote instead if you want to rework the lines in the builder first — approving does not edit lines, only the total.
Approving keeps a record of what the homeowner was shown, separately from what you approved, so “what they saw” and “what we quoted” never blur into one number. The activity log records who approved it and at what figure.
Who can approve
The sidebar row and the Approve button are for owners, administrators, Managers and Dispatchers — the card says so to anyone else: only a manager, administrator or owner can approve. Approving also needs Quotes at View, create, and edit, because it can set the total. An Estimator can build quotes but does not approve estimates.
Someone without See prices sees the card without the money on it and cannot approve.
Häufige Fragen
Where do these estimates come from?
From the instant-estimate page on your website (Instant quotes on your website) and from phone calls the receptionist took, when the call carried enough to price (From a phone call to a draft quote).
Can I change the price after approving?
Yes — the quote is an ordinary draft after approval. Edit it in the builder like any other before you send it.
Does the homeowner get told when I approve?
Not by approving alone. Send the quote when you are ready; if quote callbacks are on, the assistant can ring about it once the client has the quote in writing.
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