Estimate Options (e.g. Good, Better, Best)
On the estimate be able to have options. So that the options do not all total together at the bottom. Right now it gives an unaccurate total amount.
Heidi Herrod
shared this idea
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Lauren Wilson
commented
It would be nice to be able to have separate sections for an estimate, invoice, material order, etc.
For example, I would like to divide a customer's invoice into each trade as it appears on their insurance estimate, such as Roofing, Siding, Gutters, etc. There would still be separate items under each one category, along with a total for each category as well as the complete Total at the bottom.
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JOHN STUMP
commented
THIS WILL BE VERY HELPFUL
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Elizabeth Sanicola
commented
This would be a huge help for us as well!
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Anonymous
commented
Yes agree with this suggestion. It can then be used to create works in different rooms or areas with internal redecorations or repairs or fitting works. As the original suggestion it can also be used to show different options under the one estimate but clearly show into each section.
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Appointment Coordinator
commented
Be able to create sections for the estimate, either to split up trades or sections of work, or to provide several options for work.
For example, options might include:
If you replace the entire roof the estimate is broken out like this...
If you repair the damaged only the estimate is this....All one on email estimate to the customer.