Multi-Building Estimates in a Single Estimate
I’d like the ability to create a single estimate that includes multiple buildings (like a house and a garage) with separate sections the customer can view and optionally include in their bid. Currently, we use the "Good / Better / Best" format for upgrades, so it can’t be reused for building separation. Expanding the number of quote option pages or allowing a 4th or 5th option with the good/better/best would streamline our workflow and make the estimate clearer for the customer, without requiring separate estimates for both the separated garage and residential roof on the same job.
Sam Nichols
shared this idea
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Ben Boyce commented
We agree 100%. This functionality would be very beneficial for us as well. It is very time consuming for our salesman to have to create multiple estimates in order to give the customer options for multiple structures. We discussed putting them in as an "upgrade" however manually entering all of the information would cause our material orders and work orders to be incorrect. If this functionality is going to be introduced there would need to be multiple measurement tokens to feed the estimates as well.