Cannot view all open estimates in customer portal!
I recently sent 27 repair estimates to a customer and told them to approve/decline in the portal. They approved 8 of them, and there was no activity for another week on the rest.
Got an email this morning asking when I was going to send the other estimates. Turns out the customer can only see the first 8 in the portal, and there is no "View All" button as there is for Assets, Tickets, and Invoices. I have verified this on multiple browsers and computers.
Is this normal behavior? I have verified this on multiple computers and browsers. I see no reason customers should not be able to get a full list of open estimates waiting for approval/decline.
Hi,
I’m happy to say that we have updated the Customer Portal and customers are now able to click a View All button to view all Estimates on their Customer Portal.
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jeff commented
Awesome! Thanks for the update!
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Hi,
I’m happy to say that we have updated the Customer Portal and customers are now able to click a View All button to view all Estimates on their Customer Portal.
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Hi,
You bring up a good point. We are working to bring more parity in the UI elements and functionality in the software. Let’s consider this Under Review for the time being.