3 results found
Include invoices as a filter with Insights5 votes
I want to be able to see the number of estimates created within a given time along with the total dollar amount2 votes
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.15 votes
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