Orders · updated 2026-08-08

How to manage estimates in Dumpster Controls

Sent quotes live in the "Estimates" panel on the Customers page: track, edit, resend, cancel, and acknowledge acceptances there.

Open the panel
In the sidebar, click "Customers". Near the top, click the "Estimates" button; it shows a count badge that pulses when there are new acceptances (tooltip like "2 new estimates to review").
Filter by status
Tabs split the list into "All", "Accepted", "Pending", and "Canceled". Each row shows the estimate number, customer, a status chip ("Accepted", "Sent", "Declined", or "Expired"), "Amount", and "Date". The header totals "Accepted value" and "Pending value".
Act on a pending estimate
Rows with status "Sent" offer "View" (opens the public estimate page), "Edit", "Resend", and "Cancel".
Edit before resending
"Edit" opens a dialog with "Customer email", "Size", "Quantity (units)", "Unit price ($)", "FSC ($/unit)", "Tax rate (%)", "Weight (TON)", "Delivery date", "Pickup date", "Delivery address", and "Notes". Saving with resend confirms "Estimate updated and resent".
Acknowledge acceptances
When a customer accepts, the row shows an "Accepted" chip with a pulsing dot and an "Acknowledge" button. Click it once you have seen the acceptance; the row then shows "Done".

What happens next

Accepting happens on the customer's side through the public estimate link; your panel updates the status automatically.
Estimates never turn into orders by themselves: create the delivery order from the accepted terms yourself on the "Create New Order" page.

Only estimates with status "Sent" can be edited, resent, or canceled. Accepted, declined, and expired estimates are read-only.