Estimate Sent date Column
Shelby Mazza
In the estimates tab there should be a column in the table for the "sent" date displaying when the estimate was sent. There is currently a "created" date column but that is not helpful as our techs sometimes do not send the estimate on the same day of creation. Our estimates are only valid for 30 days and being able to sort by the most recently sent when doing follow ups would be a game changer.
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Diane Temmen
Also, being able to see when the estimate was approved would be very helpful!
G
Greg
Seems so simple. I have been asking for better reporting since 2022