Auto complete estimate customer and address
planned
T
Tyrian purple Jaguar
In my estimate, I would like my customer information to auto populate from my project, rather than having to type it all in again or create a new customer each time.
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M
Maxime Teissier
Merged in a post:
Customer Name Auto Generating for Project
R
Rose quartz Parakeet
It would be great when you go to a project to create an estimate if the customer name and information was auto generated from the project name and address. It is a pain to search through addresses without a name to create new estimates.
M
Maxime Teissier
Merged in a post:
The New Customer Form needs to be redesigned
S
Sensitive Alligator
I first noticed that the order to enter the address information is unlike the standard; usually, "Standard" is Street, Apartment, or Suite # (An optional blank field), City, State, ZIP Code, and Country. The second thing I noticed is there is no field for the state. Also, it should be another address field called "Work to be performed at." Sometimes, I submit estimates to realtors; the address for billing is the realtor's address, and the work will be performed at a house to be sold or sold by the realtor. Even there are clients who own a few properties.
M
Maxime Teissier
Rose quartz Parakeet thanks for pointing that out! I agree the address feature can be improved!
In 2025, we want to:
- Add a dedicated section to create and manage your customers.
- Synchronize the project and estimate addresses.
- Add distinct addresses for the worksite and the billing.
- Redesign the experience in the cloud.
I will be notified when we make progress!
Let me know if you have comments on my answer!
M
Maxime Teissier
planned
M
Maxime Teissier
Tyrian purple Jaguar you are very right!
We will rework the addresses soon to:
- have them synchronized with the project address
- offer a billing address and also a worksite address
This should happen in the first half of next year 💪
M
Maxime Teissier
under review