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How can we improve the financials?

← Financials

Ability to create a supplement associated with an existing insurance job/estimate.

Clearly delineate supplemental costs from the original estimate in job records.

Notes for justification (e.g., photos, insurance adjuster notes)

Tracking of approval status (e.g., pending, approved, denied)

Integration or export to insurance documents or PDF summaries

3 votes

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Manuel Pichasaca shared this idea  ·   ·  Report…  ·  Admin →
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  • Tony Rive commented  ·   ·  Report

    Also, being able to have a seperate worksheet or job cost sheet from the estimate, but is started from the estimate that you can add to as the JOB progresses. like adding change orders or supplements and as you change it the job price changes.

Financials: Estimates

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