DAVIDDIETRICH
New Contributor
since ‎09-20-2022
‎02-10-2024

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  • 4 Posts
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I would like to suggest two improvements to the estimate process:1. Make the estimate generation date able to be adjusted to print out the most recent date. If you have a 30 day pricing limit, OFTEN people change their minds on what they want, and th...
The estimate process has some new issues. I'm seeing the estimate becoming unstable with having to exit and come back in to get stability back. If I drag an item on the estimate line location, it's about guaranteed to lock out any new activity.
It would be nice to copy an estimate, as an estimate, from a completed/exported job into a new job. Example: a customer now wants to go ahead with a job from discussions several months ago. From the past discussion they want to make only a few change...