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Customize estimate description
There are a number of ways users may want to customize descriptions to match what and how they want to show their clients
5
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complete
3
"Rod & Rings" should read "Pleated"
"Rod & Rings" should read "Pleated" on the Design Tab and on the Item Description
3
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complete
2
Upload other file types (Excel spreadsheets, PDFs) in the order
Attach spreadsheets & PDFs in the Uploads tab
5
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complete
5
Fan-Folded Option for Draperies
Add place on the drapery order to indicate fan-folding completed draperies and upcharge price if desired.
4
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complete
3
Batch Print Work Orders
Print all WOs for a job all at once
3
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complete
6
Batch Edit estimate and invoice statuses
I would like to be to batch edit the estimate and invoice statuses
1
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complete
1
Estimates/Quotes
Downloadable Estimate to send to client for approval. Includes pricing and yardages for all items.
5
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complete
14
Show previous yardage and widths when editing in the Recommendations modal
Upon editing an order, I would like to see the previous value I selected for yardage and drapery widths in the Recommendations modal.
1
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complete
2
Additional or custom statuses
Would love more statuses or repairs needed such as dropoff or pick up.
1
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complete
1
Quickbooks Integration
3
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complete
7
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