Pricebook | Feature Requests

Pricebook

complete

Steve Dodge

Why does the new pricebook only exist in jobs? Typical workflow is estimate then job. Maybe some providers don't need to provide an estimate, but we do on every encounter with a potential client. Can you please add pricebook to estimates?

June 20, 2023

Maor Livne

marked this post as

complete

Hi everyone, price book is available on estimates

Maor Livne

I just added everyone that voted/commented to the Price book on estimate page. Feature will be available to everyone in 2-3 weeks.

Don Berry Marc-André Lalonde Steve Dodge Greg Robert Beckler Smooth Plumbing Monica Beauchamp

Smooth Plumbing

Maor Livne: please give us the ability to change the order of the items on the visual pricebook and on the backend when creating the pricebook.

Maor Livne

marked this post as

in progress

Maor Livne

Hi everyone, Price book will be available in the estimate page in around 1.5 months.

Steve Dodge

Maor Livne: thanks Maor. this is an awesome app. all the addition features you guys add are great, but getting the bugs worked out with the functionality has been my major gripe. I am pleased to see the happening!

Monica Beauchamp

I agree and actually I would like to access prices independently from a job or an estimate. A stand alone prices page pinned to the home page.

I get calls all day for prices and I either have to create a fake estimate or go to settings etc. I don’t create a lead and then an estimate for every quick call. It’s too cumbersome with the current workflow