Alex LaRue
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1 vote
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10 votes
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15 votes
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An error occurred while saving the comment Alex LaRue commented
We typically do half on start and balance on completion, it would be nice to accomplish this in JN versus just a deposit / balance type structure.
Alex LaRue supported this idea ·
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5 votes
Alex LaRue supported this idea ·
This would be huge in fixing one of the many shortcomings of the estimate software. I am embarrassed to give a customer an estimate with the item name so I end up deleting and saving the template without. Problem is every time I add a new line item that is from the products library to one of my templates I also have to remember to delete the line item. THEN when I go to convert the estimate to a work order I have a completely unusable format for my installer because it just says "unnamed product" on half the page. I am looking into a work around now, but if I could keep the item name for the work order but automatically hide them on the estimate I think that would work nicely. EDIT: this also seems to really ***** up my material orders since only the description comes through. The proposed option to hide the item name would really fix a lot of my problems.