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

• No jobs exist
• Not visible to Operations
• Fully editable
• Pricing and structure can change freely
• Used to prepare, revise, and negotiate proposals

In This Topic

Related Articles

• How Booking Changes Affect Jobs
• Cancelling a Booking
• Pricing Schemes
• Customer Tiers

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.

Booked Status

A Quote in Booked status represents confirmed work.

When a quote is booked:

• Jobs are created