Custom Status for Financial Documents (Estimates, Work Orders, etc)
Would really like to have the ability to create custom statuses (maybe even rename some existing) for Estimates. Lots of different use cases I'll list a few more critical for our operations.
- The ability to have an "on hold" or "future re-bid" type status for an estimate that needs to be followed-up on in the future.
- The ability to have an "options" or "not selected" type status for when we present multiple bids (good, better, best) or multiple phases (broken into individual estimates) to a customer and they select one, but we don't want to mark the others as denied or void so that we can retain them and have greater reporting and filtering capabilities. Would also help sales efforts in having another way to data mine existing/past accounts to find new opportunities.
Work Orders could really benefit from this as well.
I can think of lots of use cases, but those are the most top of mind for us at this time.
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James Baron Construction Estimator
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