🚨View Estimates and Invoices from Contact
planned
B
Bryce Claudin
I shouldn't have to leave the contact to go digging in the estimate, invoice, tabs. I should be able to view that information from the contact.
Must needed for home service businesses.
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S
Steve Sentner
AGREED! We should be able to view, add, and edit invoices and estimates directly from a customer record. We should be able to easily convert an estimate into an invoice and record payments as well.
U
Urvash Singh
planned