Short Descriptions/ labels for estimates and invoices
Michael Ringler
In client portal, and on estimates page, and on invoice page, and inside client pages on estimates and invoices and leads tabs.
We NEEEED to be able to see a short hand description of the job. Some things like leads you cant even see dollar amounts. Clients, our team, and our admin staff all HATE having to click through every entry to find what we need. Its a joke and a kindergartener could intuitively know this is a horrible UI feature. Stop working on new features while your existing stuff has glaring issues, its been years now some really obvious problems havent been fixed.
Boaz Schonherz
Thank you for this valuable feedback
Your request is completely valid and makes sense.
We’ll be adding invoice and estimate names to the main table views in the near future.
Thank you,
Boaz / Product
Orit Tepper
The ability to add a name for an invoice or estimate, and have it show up in the Client portal and on the Invoice itself was added several months ago.
I hope this helps make things clearer.
J
Josh Mullins
Orit Tepper We need the ability to see this on the main screens for estimates, jobs and invoices as well. It is impossible to know what old work or estimates we have sent client without opening each one
Boaz Schonherz
Josh Mullins
Happy to share that starting next week, invoice and estimate names will be displayed directly in the Estimates and Invoices main page/tables, making it easier to identify each document at a glance without needing to open them individually.
Appreciate your feedback! This was a great addition to improve clarity and workflow.
Boaz / Product
J
Josh Mullins
It is extremely challenging to find previous estimates for different job types and the work we did for a client.