Job pipeline report based on estimate status
We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.
John Esh
shared this idea
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Elizabeth Sanicola
commented
YES PLEASE!! We too use multiple estimates to tackle different areas on a job, or different options that the customer then has to choose from. All Approved estimates would be far more valuable (perhaps with the ability to pick which estimate status should be listed as "approved" to give companies flexibility).
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Scott Scheur
commented
Being able to drill down to contact status would be helpful with this report as well