File statuses
Every file moves through the same track. A client sees these ten statuses, always in this order, and only the ones their service actually uses.
- 1Lead submitted
Your request has arrived. Nobody has reviewed it yet. - 2Under assessment
A Case Manager has taken the file and is reviewing what you asked for and what you supplied. - 3Quoted
A price has been offered. The file waits for you to accept it. - 4Awaiting payment
You accepted the quotation. The file waits for the advance payment before work starts. - 5In production
The actual work. For a valuation this covers the site survey, data entry, the document check, and drafting. - 7Report ready
The report is authorised and complete. It waits for the final payment. - 8Final payment awaited
The remaining fee is due. The report is locked, and the amount owing is shown. - 9Delivered
You have the report. The review window opens. - 10Review window
A period in which you can ask for a correction. After it closes, a change needs a new request.
Two ways a file ends early
| Status | What it means |
|---|---|
| Cancelled | The file was stopped. A client cannot cancel from the app — ask your Case Manager, who records it with a reason. |
| Refunded | Money paid has been returned. |
Both are final. A file in either status does not move again.
Only the statuses your service uses
A service with no site visit never shows a survey step. A fixed-price service moves through quoting quickly, because there is nothing to negotiate. You will not see statuses that do not apply to what you asked for.
When something is blocked, it says so
The platform does not hide a blocked action and let you wonder. If your report cannot be downloaded because the final payment has not settled, you see the report, locked, with the amount due and a way to pay it. The refusal explains itself.
Staff work in operational lanes with their own names, which are more detailed than this track. A file waiting for a firm’s second signature, for example, is in its own internal state but still reads as Under authorization to the client. If a status here does not match what you see on your console, that is expected — you are looking at two views of the same file.
Last reviewed 2026-09-08.