Does anyone know what the purpose of displaying linked equipment on estimates and invoices? It seems counter intuitive to just automatically display them and provide a work around to hide them rather than having a feature that displays them only when requested. Having the linked equipment on the estimates and invoices has only confused our customers. They wonder why they are being charged for 2 pieces even though the equipment itself is displaying zero dollars. I created item groups for all of these services in our templates so that it wouldn't display the equipment but those don't seem to be working properly. We added our equipment after the templates were created and I assumed since these were dynamic that it would update correctly. Support told me they think is likely why but couldn't recreate the issue so they just suggested I delete and recreate the item groups on hundreds of estimate templates and assured me there should be no issue. I had to update a few templates with new refrigerant options before I had a chance to update the rest and discovered that the item groups were displaying the equipment outside of the item group even though it was displaying correctly when I initially made them. I even went back an hour or so later to double check and they still looked fine. I get back this morning and suddenly they are all broken and show the equipment outside of the item group entirely. Thank goodness I hadn't tried to fix hundreds of estimate templates yet and this only affect 30 or so templates so far. I just can't wrap my brain around why I would need to create an item group to avoid adding equipment that ultimately provides redundant information already listed in the service. This seems like a lot of extra steps when it would be much more simple for them to make equipment displaying as optional.
