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Attach floorplan and images to the estimate export
When customers get the pricing/quote, they usually want a copy of the floor plan and elevation to confirm what they are buying. Right now I attach the "Report PDF" which has this information. I take screen shots and attach as images.
21
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in progress
27
Add text areas including image to my estimates
I would like to be able to add my general terms and conditions to the estimate as a text or an image
4
6
Mark items as optional
We use estimate templates sometimes to add many line items for our technicians to then choose the right ones to use for the job in question. Rather than having to delete the ones we don't use it would be good if all "0" quantity line items were removed when exported. This would make our estimates more comprehensive and save us time. See photos attached
6
5
Objects and price list
Objects should generate the line item in the estimate when object is inserted into a room
2
3
Apply an item to mutiple rooms
Can I pick more than just one room without choosing the entire floor or the entire project? EG paint ceilings in two out of the three rooms? Thanks!
5
9
Offline Estimating
Be able to create estimates while offline, as technicians are often working on sites with unstable internet connection and need to create estimates on-site for customers.
1
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under review
6
Order rooms in an estimate
I want to be able to choose an ascending or descending order for my rooms in an estimate
2
2
Customer Contract
I can't believe there isn't a spot to add in a full customer agreement that generates on the estimate that you send to a customer. Trying many work arounds and none of them are working. Does anyone have suggestions?
0
2
ESTIMATES - FILES - DOWNLOAD - Download with saved name instead of random numbers & letters
2
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under review
1
ESTIMATES: Group By: Location - Bring back "+ Section"
Since the removal of "+Section" when grouped by location in the estimate it takes twice as long to do any estimate now. Please bring it back
2
1
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