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Estimates

Change an estimate's status

Three statuses: Preliminary, Completed, Canceled. Change one estimate from the command palette or the estimates list, or change many at once with bulk select.

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Every Wave estimate has one of three statuses. They match the filter pills on the estimates list, so keeping status current keeps your list useful.

The three statuses

  • Preliminary: being built, or still editable. The default for new estimates.
  • Completed: finalized and delivered to the customer or carrier.
  • Canceled: no longer pursuing this job. Kept for your records.

Change status from the command palette

  1. With the estimate open, press ⌘K (Ctrl+K).
  2. Type "status" and pick the change-status action.
  3. Choose Preliminary, Completed, or Canceled.

Change status from the estimates list

  • One estimate: open the row's kebab menu (⋮) and choose Status.
  • Several at once: tick the checkboxes on the rows you want, then use the bulk bar's status action to set them all in one move.

The filter pills (All / Preliminary / Completed / Canceled) update to match.

Wave may set the status while it works

While Wave is still building an estimate, it can update the status itself as work progresses. The first time this happens, the app shows a one-time note explaining it. You can always change the status yourself afterward.

Canceling doesn't lock the estimate

A Canceled estimate stays fully editable: you can open it, change line items, and flip the status back at any time. If you want a "do not touch" signal, use Lock instead (or in addition). Note that locking blocks edits but not status changes.

Status vs. Delete

  • Canceled is reversible. The estimate stays in your list under the Canceled filter.
  • Delete is permanent. If you want the estimate gone entirely, see Delete an estimate.

If you're not sure, set the status to Canceled. You can always delete later.

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