Use multiple templates in one estimate
We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.
Dave Vaughn
shared this idea
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Sammy Jo Lee
commented
Often, we do a lot of different kinds of work for customers. We create these estimates for the work from the job, so we're having to create multiple estimates for the same customer. This often confuses the customer and they would much rather be able to have one estimate. Especially becuause a lot of the time when the estimates are split up, the customer will withold payment on one type of work until another job is completed. This is why it would be great to be able to divide an estimate into different sections based on the type of work.
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Rachael Kramer
commented
This is exactly what we need as well. We would like to be able to add a template from our created ones to the end of an estimate we've started to keep it to one estimate for customers.
For example, we write a roof estimate, then we want to add a gutter or siding template we've created to the end of the existing template, similar to putting building blocks together.