ESTIMATES - Assign estimate line items to objects & custom objects for faster quoting/estimating
planned
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Fawn Kite
If we add a object to a floorplan (e.g Dehumidifier) when creating an estimate it would be good to automatically import the assigned line item for the objects into the corresponding rooms for faster estimating. Then to use this for all custom objects also.
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M
Maxime Teissier
planned
M
Maxime Teissier
Fawn Kite, this is definitely something we want to focus on in 2025.
While I can’t provide a specific timeline yet, our goal is to strengthen the connection between the floor plan and the estimate.
Currently, we achieve this by leveraging the dimensions of objects, but we aim to go further. We plan to enable users to publish their objects as line items in their price lists and transform their floor plans into comprehensive estimates using all the available data within the floor plan.
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Fawn Kite
Maxime Teissier would love to know your thoughts on this idea