Overview

In Central-Ops, Quotes and Bookings are the same record, represented by a single Quote that moves through different statuses over its lifecycle.

All work starts as a Quoted item.

As the status changes, the system behaviour changes — particularly around operations visibility, job creation, and pricing impact.

Understanding how status affects behaviour is key to working safely and confidently in Sales.

The Quote Lifecycle

Internally, a Quote can have the following statuses:

• Quoted
• Booked
• Declined
• Cancelled
• Cancelled In Progress
• Completed

Every record starts life as Quoted, even if the customer has not yet been sent a proposal.

From there, the status determines:

• Whether jobs exist
• Whether Operations can see the work
• How changes behave

Quoted Status

A Quote in Quoted status represents proposed work.

Key Characteristics

In This Topic

Related Articles

• How Booking Changes Affect Jobs
• Cancelling a Booking
• Pricing Schemes
• Customer Tiers
• No jobs exist
• Not visible to Operations
• Fully editable
• Pricing and structure can change freely
• Used to prepare, revise, and negotiate proposals

A quote may remain in this state while:

• Pricing is being refined
• Dates or scope are still uncertain
• The customer has not yet confirmed

A quote can exist in Quoted status even if no PDF has been sent yet.

Declined Status

A Quote in Declined status indicates that the customer has chosen not to proceed at that time.

Important Behaviour

• Declined quotes are not operational
• No jobs exist
• The quote remains editable
• A Declined quote can still be booked later if the customer changes their mind

Declining a quote does not permanently close it.