More Estimate Functionality ( multiple items )
Ideally, we would be able to select what to display per line item ( qty, cost, price, markup ). Options for what is displayed to customer aren't necessarily the same as what we want to see when filling out the form. In other words, we could truly use the Estimate form for estimating the Cost and Bid price of a job. This would address multiple issues with how to present information to customer.
Most of us have or still are doing this in Excel, with the result being a nicely formatted proposal to save as a pdf. WIth the current setup, I can't get completely away from excel for the cost estimating part.
Some of your competitors do this well ( but are horrible at most other things, in comparison ).
Another option may be for upload of estimates from Excel to avoid double-entry.
Glenn Fick
shared this idea
We just updated our estimating and invoicing system to include Sections, which you can use to hide certain items or their totals. Give it a try and let us know if this is what you’re looking for!
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Tia Albertson
commented
Additional suggestion when addressing Estimate Functionality- ability to copy/paste an entire single line item
And, I echo the use of a Cost/Bid sheet as a separate financial document for internal use that is actually used as a 1st step in prepping an estimate