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Estimate in QUIPA (not QB)
Would like a prettier estimate with contract signing ability to send to clients directly from QUIPA. I prefer to only transfer info to QBO as an invoice.
4
·
under review
5
Bundle Purchased Goods
Allow Purchased Goods to be bundled just like fabricated items. Install Price needs to be added, as well as other sub-items like measure fee, alterations, etc.
0
3
Item description
For items, there is an option for internal notes. Can these notes be visible during the quoting process when the item is selected? Amy M.
1
·
under review
1
Pillow and Cushion Order form
Create a custom Pillow work order with yardage recommendations and pricing information.
5
·
in progress
17
Order and Client Data Exporting and Importing: Airtable, Monday.com
Import clients from Airtable (for those who are not on QBs or use Airtable as a CRM) Export client data to Airtable (or other CRMs) Send order data to Airtable or Monday for those who project manage there
2
10
Add Install Price for orders
Stacie: I need to have install amounts per order, not just at a project level.
4
·
planned
10
Estimate view of a Project Detail page
In a Project Detail to be able to see descriptions for all my items exactly as they would be in my estimate and see my pricing
0
1
Project Management with Designer Notifications
Ability to share project updates and status easily with Designers and clients
0
4
Production Schedule
Approximate the completion time for each item and add to production calendar. User can pre-set the amount of time it takes to make a certain type of item (e.g. 2-width panel pair + lining + trim = 8 hours)
1
·
under review
10
Business analytics & Reports
Number of draperies, Shades, pillows. Profitability per project and per certain period.
1
7
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