Estimates - Date Approved/Won
Diane Temmen
Please add Date approved/won/signed as an option to display in the Estimates. While the Date created is beneficial, the date it was signed is more important, so that I can ensure a job has been created. I know I can have an automation for that, but a daily report (or display option) would be more beneficial instead of individual notifications.
Again, this is all data that is stored in your system that we should be able to access.
R
Radhika Tadinada
I came here and started writing out this EXACT request when i saw this from you Diane Temmen. Thank you for writing this out.
My use case where I realized this issue has to do with automation.
I have a post-purchase automations set to go out after <x> days from when estimate was approved and only just realized the issue when the automation went out much earlier since it was triggered by date of estimate creation not approval.