Niko Staff
My feedback
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111 votes
An error occurred while saving the comment Niko Staff
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72 votes
This is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
Niko Staff
supported this idea
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We would love the ability to add or modify where an estimate is assigned.
For example: We created an estimate under job title 123 Easy St. However, we actually meant to create it under 456 Sample St. Currently, there is no way to re-assign the existing estimate with the correct material counts from 123 Easy St. to 456 Sample St.
If there was a way to re-assign what job/contact is associated with an estimate, that would be amazing! Currently our sales reps have to re-create an estimate when this happens.
It would also be beneficial if we could add a previously created estimate to another contact/job. We often bid on the same project through multiple general contractors. It would be nice if we could just copy and paste or add another contact to an existing estimate rather than recreating it each time!