See estimates waiting for an answer.

Open Estimates in the menu, pick Sent from the All statuses list and click Apply. You see every estimate you sent that the customer has not yet approved or declined, newest first.

Steps

1. Click Estimates in the menu.
2. Look at the blue line above the list. When any estimate in the list is waiting, it shows their total value in pending estimates awaiting a decision.
3. Open the All statuses list, pick Sent and click Apply.
4. To find one customer, type their name in Search by customer or EST #… and click Apply. To search by estimate number, type it the way the list shows it, such as EST-00012, or just the last digits, such as 12.
5. Click a row to open the job, then open its Estimates tab. On a phone, estimates sit under the Finance tab.
6. Press Resend to send the customer the estimate again. If they gave you their answer by phone, press Approve or Reject to record it yourself.

Good to know

The status list also offers Draft for estimates you have not sent yet, Approved and Rejected for the ones with an answer, and Expired.

The list shows your 300 most recent estimates, and the search only looks through those. The number under the title counts every estimate with the status you picked, even beyond those 300.

To have JobField chase answers for you, turn on Estimate follow-up in Settings → Automations. The customer gets a text with a link to the estimate 3 days after you send it, if they have not answered by then.