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How can we improve the financials?

← Financials

Internal notes on new estimate function

No longer have the option to put an internal note for estimates.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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  • Cheryl Morris commented  ·   ·  Report

    We are really missing this function. It's a searchable field in the Classic Reports so now some of our reports have no data. It's also a field that syncs with QuickBooks.

  • Tyler Gorman commented  ·   ·  Report

    The internal notes are critical. Please get on this!

  • Cassy Mahan commented  ·   ·  Report

    In the Legacy estimate I can add an internal note and it show up on my financials page. We really need that feature so that we can see that on the financials page.

  • Chad commented  ·   ·  Report

    Being able to add an internal note quickly visible on the Financials screen would be helpful. Makes it easy to see what each estimate within a Job is for, based on, special notes, etc.

Financials: Estimates & Invoices

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