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How can we improve the financials?

← Financials

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.

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Heidi Herrod shared this idea  ·   ·  Report…  ·  Admin →

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  • Anonymous commented  ·   ·  Report

    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.

  • Appointment Coordinator commented  ·   ·  Report

    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.

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Financials: Estimates & Invoices

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