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How can we improve the financials?

Custom Estimate Fields

You have custom work order fields and custom invoice fields but not custom estimate fields. It would be great to have them available on the estimate and then be able to have the option to carry that info to the work order and then to the invoice. There are things that you need to capture on an estimate and be able make them mandatory. It isn't practical to use the custom contact or custom job fields to enter the info because the info may not be known at the time of entering the contact and job info. In the gutter business we need to note the color of the gutters and downspouts on the estimate but it is easily forgotten but would be solved with a custom estimate field. Also, payment terms in a custom field with options that are mandatory so the estimator is forced to enter the info. Currently, we can only capture this info at the work order stage which is too late.

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GutterPro shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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