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.
Glenn Christensen
shared this idea
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Bruce Yoder
commented
YES! On the Signing & Upgrades page in my Estimate I see I should be able to have a section that says My Product Selections that my customer can select which color they want. I see no way to edit that. How can I do that?
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Glenn Christensen
commented
We need the ability to add custom fields on an estimates such as a product color, payment terms or some other detail that can be either optional or mandatory (so the sales rep doesn't forget). That field should also be possible to be added to the estimate that the customer sees. It should also carry over to the work order and invoice with the option to make it visible to the customer.
You can add a "special note" or an 'internal note" but it needs to function more like the work order fields.
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Aaron Mitchell commented
THIS is critical. I cannot use the estimate form for over half our jobs because the way it is set up does not allow for custom fields or dropdowns (for example: I need an inches dropdown for metal panel length as well as a quantity. Also having a place for something like color that applies to multiple products.
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