Create Estimates from Leads
I would love to be able to create estimates from Leads. I'd love to have a clients' employee email in and be able to request work be done. Create an estimate so that our contact at that client can approve the work and have it turn into a ticket.
It would be even better to automate this workflow, but let's take this one-step-at-a-time.
We've completely given up on Leads for now. Until this becomes a reality. Bump.
Our customers are continuing to complain about this. When we have return customers- which is of course the goal, they cannot tell which ticket is which in the system. They need to see the lead that the estimate was created from and then linked to the ticket once they send in or agree to estimate. The suggested work around is to create a ticket from a lead, but that isnt an option for mail in service. We need it to follow the work flow- lead, estimate, ticket. This would make our lives so much easier. Please Troy. Don't you want my life to be easier. You know I have a tough job:)
This is a logical flow. Lead - Estimate - Ticket - Invoice. It would make the Lead module much more appealing to us.
Tom Damman commented
This would be very helpful since the logical flow to us is: Lead -> give estimate -> becomes ticket when client agrees -> ticket/workorder goes to invoice
It has been a year since we posted this...I am giving it a bit of a bump...
Well look at that--we are not the only ones dying to be able to do this!