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ESTIMATOR
Company Resources · Phase 2

Owner Estimate Approvals

Every completed estimate passes through the owner before it goes external. Click any decision button on a pending row to advance status — every transition writes an Activity Log entry.

Pending queue (0)

One row per EstimateApproval currently awaiting owner review.

Reviewer: Owner

No estimates waiting for owner review. Estimators push a job into this queue from the job Overview (Submit for Owner Review), which creates an EstimateApproval row with status = READY_FOR_OWNER_REVIEW.

Approval workflow (contract)

Reference contract — never auto-changes.

  1. Estimator builds the estimate, scope, materials, and job packet.
  2. Estimator creates an EstimateApproval with status = READY_FOR_OWNER_REVIEW by clicking Submit for Owner Review on the job Overview.
  3. Owner reviews scope / materials / trade checks / selections / job packet on the job detail page.
  4. Owner advances status: Start Review (OWNER_REVIEWING), Approve (APPROVED_BY_OWNER + signedOffAt), Request Changes (CHANGES_REQUESTED + requiredChanges note), Reject (REJECTED + ownerNotes), or Mark Sent (SENT).
  5. Only EstimateApproval with status = APPROVED_BY_OWNER or SENT counts as complete in the Job Readiness stepper (step 11).

Valid status values: DRAFT · READY_FOR_OWNER_REVIEW · OWNER_REVIEWING · CHANGES_REQUESTED · APPROVED_BY_OWNER · REJECTED · SENT