Grouping and invisible prices.
complete
Jason Kiel
It would be great if we could group line items in our estimate, and had the capacity hide prices hide the prices for those items within the group... SO that we could list out everything in a group, but they would only see the total of the group and not specific items. The visibility function should be able to be turned on or off.
idan kadosh
complete
https://help.workiz.com/hc/en-us/articles/18052919917073-Simplifying-sales-with-item-groups-and-flat-rate-pricing
Chris Beecher
I believe you are looking for ~flat rate group items~ which you can set up in the price book. It is a very handy device but still needs some improvement.
R
Richard Tooley
Also, I'd like the ability for a client to be able to approve or decline each group, not individual items in an estimate. If I do an estimate for 6 rooms in a home each room should be its own group that the client can approve or decline services for that room.