06-18-2024 09:54 AM
I contacted support by text today to find out how to add an Optional line item to an estimate. I was told there was not a way to add an optional item that would not be included in the estimate total until the client check marked it as approved.
This was something that would be very nice to have (it was available in our old software). We send many estimates where there might be one or two different optional items the client can add when they approve the estimate. For us this saves us time, and would also eliminate the client getting confused by receiving multiple quotes for the same job, each one with a different total.
The ST customer service rep suggested posting this needed feature here to see if other ST users would like this feature.