Reviewing estimate data
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
2
votes
Logan and Ryan Gasparotto
shared this idea
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Brenna Shepherd commented
I 100% agree. This makes the job of the managers and production team way harder as the only way to view this information is to convert the estimate into a Material or Work Order