Essential Update: Show Profit Margins While Building Estimates
Jasmine Hanson
I’d like to request an important feature update regarding profit margin visibility.
At the moment, profit margins only display once an estimate is converted into a job. This creates challenges for our sales team, as they don’t have a clear view of profit margins while building estimates. Without this visibility, they have to calculate margins manually, which makes it difficult to apply discounts confidently and ensure the business doesn’t lose money on a job.
This isn’t just a convenience — it’s a necessity for most businesses. Being able to view profit margins directly within estimates would:
-Allow sales staff to apply discounts responsibly without risking profit loss.
-Improve efficiency by eliminating manual calculations.
-Provide greater accuracy and confidence during the quoting process.
I strongly encourage you to consider this feature update, as it would add significant value to the platform for businesses like ours.
Thank you for your time and support.