I suggest you ...

Estimates created from the ticket screen should use parts on the ticket

When working on a ticket clicking the [Make Estimate] button should use the items already added to the ticket from the Add/View Charges section, much like the [Make Invoice] button does.

Lets say a new ticket is created for a customer and is mostly for diagnostic work. Once the diagnosis is complete I'd like to present my customer with what we found and cost to repair, this is an estimate and have them review it. If the customer approves the work and accepts the estimate, once the work is completed we just convert the estimate to an invoice.

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2 comments

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  • Brad commented  ·   ·  Flag as inappropriate

    I agree with this idea. It makes sense for the "create estimate" to work the same as the invoice function. If I already have parts associated with the ticket, I would like them to automatically add to the estimate when I Make Estimate

  • Chris commented  ·   ·  Flag as inappropriate

    How about this.... When you do that it will come up ASKING you if you want to include the items in the add view charges section to the estimate... I like that.

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