Estimates created from the ticket screen should use parts on the ticket
When working on a ticket clicking the [Make Estimate] button should use the items already added to the ticket from the Add/View Charges section, much like the [Make Invoice] button does.
Lets say a new ticket is created for a customer and is mostly for diagnostic work. Once the diagnosis is complete I'd like to present my customer with what we found and cost to repair, this is an estimate and have them review it. If the customer approves the work and accepts the estimate, once the work is completed we just convert the estimate to an invoice.
Anonymous
shared this idea
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John Oliver
commented
There are some clients that I have who we need us to submit an after-the-fact quote for fund approval. All of our charges are already on the ticket, so this would be REALLY helpful! I currently have to make a new estimate from the ticket and move everything over by hand, submit, and then make an invoice from the estimate. Some of our tickets have 15+ items so this really would save time in our workflow.
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Brad
commented
I agree with this idea. It makes sense for the "create estimate" to work the same as the invoice function. If I already have parts associated with the ticket, I would like them to automatically add to the estimate when I Make Estimate
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Chris
commented
How about this.... When you do that it will come up ASKING you if you want to include the items in the add view charges section to the estimate... I like that.