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.
Options
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
08-25-2021 05:42 AM
2 REPLIES 2
Options
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
05-19-2022 01:49 PM
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.
Options
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Content
08-25-2021 06:35 AM
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.
