create a Jobs Report indicating which jobs have been Estimated and/or which jobs have been invoiced
As with any growing small business, our intake of business leads/jobs is greater than our personnel can handle. To help offset the possibility that we don't miss opportunities to send estimates/invoices, and with the likelihood that someone will neglect to check a status box on a particular job (which is how I understand that Jobs Reports currently are run), I'd like to be able to see a Jobs Report that I can filter by "Estimate Sent" or "Invoice Sent". The Parent Workflow appears connected between the financial documents & the job (in the Financial Reports), so hopefully this won't be too difficult of a tweak.