Sync Estimates & Services Calendar
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Bryce Claudin
Every home service business on this platform uses Estimates to send proposals. However, Services V2 Calendar is completely disconnected from the Estimates and Invoices flow. Once an Estimate is accepted, you have to manually re-add every service and price onto the V2 calendar and changes to either don't reflect back and fourth.
Request:
- Direct conversion of Estimates to Services V2 calendar booking.
- Dynamic sync of Estimates and Calendar booking so any changes to services/products updates on both.
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B
Bryce Claudin
We currently use the old calendar system not Services V2 because of the disconnect. And we're a home service business.
The Services V2 feels like it was made for businesses with 'walk-in' services (Chiropractor, Barber, Dog groomer, etc) where they don't send out Estimates. It doesn't fit for other service businesses (HVAC, Plumbing, Electrician, Landscaping)