Auto-Update Estimate Templates
Creating an estimate template needs to be able to be done in the settings. Needing to go to a random job > Financials > Add Estimate > Etc... Is less than optimal.
This brings me to my next point. Updating Estimate Templates. If I go into my settings > Products and Services, I am able to update the pricing of my material no problem. The problem is that these updates are not then updated on my Estimate Templates when I go to make one. I have to also update all the pricing on the templates. The pricing not updating for estimates that are already created and complete is fine. However, the template is the problem and it has bit us in the butt a few times. Prices get updated in the Products and Services but not on the actual Estimate Template. It is very time consuming to update pricing in Products and Services then AGAIN in the Estimate Templates. This needs streamlined.