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Exports (53)
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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.
12
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planned
22
ESTIMATES - Assign estimate line items to objects & custom objects for faster quoting/estimating
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.
4
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planned
3
Calculations from all room dimensions
On my estimate, I can calculate from ceiling perimeter but not ground perimeter. It would be helpful to have the option to choose from all dimensions when calculating estimates.
6
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planned
7
ESTIMATES -EXPORT - ADD WATERMARK
I would like the ability to have the company logo as a watermark on the Estimate, like in the old Estimator exports (see photo)
7
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planned
5
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
3
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planned
5
ESTIMATES - Option to include Sum section totals but not line items
Sometimes we don't want to show our clients the line item cost but will do for a whole section of line items. See image provided of our quote once we removed the costs of the line items
2
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planned
1
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