Merge estimates

[AidenWatson]

Hello there! I wanted to post an idea that my supervisor had that might be quite helpful if implemented for future builds of Service Titan. You see, when we create two estimates for the same job, sometimes we are able to sell both and often have to create a new estimate so we just have one estimate to send as it looks cleaner to the customer. We would like to see if it would be at all possible to have a tool which could merge both estimates into one to streamline the process and use less time on grey work.

[Rob]

Hey, @AidenWatson !

Here's what I do.  

From the job, I create a project.  Under the project I create my estimate(s).  If one or multiple estimates are approved, you can book them to an existing job.  Each estimate will add their items to the invoice of the job it's booked to.  You can give it a try in the NEXT environment.