Allow parts ordered to be auto inserted into Estimates
We know that when an invoice is created any parts ordered are "suggested" and tagged for the ticket.
However we want the same thing to happen for estimates. The reason is because once we make the estimate an invoice (when the work is completed and or when the client pays) we have an automatic invoice sent via email if it is not paid.
We keep things as estimates until the work is complete so that invoices are not auto sent ahead of time, thus pissing customers off when they receive an auto email from us about their invoice could be late if they don't pay up soon,
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Eric Sharpe
shared this idea
We’ve updated this so line items on an Estimate are transferred as ticket charges when you create a ticket. Does this speak to what you’re looking for?