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.
- Estimator builds the estimate, scope, materials, and job packet.
- Estimator creates an
EstimateApprovalwithstatus = READY_FOR_OWNER_REVIEWby clicking Submit for Owner Review on the job Overview. - Owner reviews scope / materials / trade checks / selections / job packet on the job detail page.
- 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).
- Only EstimateApproval with
status = APPROVED_BY_OWNERorSENTcounts 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
