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An Estimates page with a table view

Estimates get their own page with a table view, estimators are paid for estimate hours, and finished estimates go to the rep's Urgent list.

v2.122.0

New2

  • NewEstimator

    An Estimates page with a table view#

    Estimates have their own page with a table of every estimate and a simpler way to assign each one.

  • NewFinance

    Estimate hours on estimator payroll#

    Time estimators spend on estimates is added to their payroll, so their pay covers that work.

Improved1

  • Finished estimates go to the rep's Urgent list. When an estimate is finished, the lead moves to the sales rep's Urgent section instead of Unclaimed, labelled On-site estimate was done. Sales

Fixed1