Why are estimate numbers not displayed on the customer screen? If I have a customer who approves one of several quotes, there is no way for me to really know by the estimate number they see on their printed copy.

mgarriso
New Contributor II
 
2 REPLIES 2

seth_tes
New Contributor II

I would also like to have visibility to estimate #'s on the account page.  Projects, Jobs, Invoices all have numbers visible at the account level, estimates would be a good feature.

dwhite45
Valued Contributor

Right. If they are calling in a down payment and give me the estimate number, I either have to open every one up until I find it or ask them if it is the one for $xxxx.xx. Sounds so unorganized.