Having the ability to make notes on individual estimates

Follow

Michelle

• October 01, 2021 19:16

Can you please give us the ability to write notes on each estimate? This will help for follow up. Such as: " follow up in 2 weeks." 

            "Customer said they are waiting for other bids." 

Etc. This will help immensely!!

0

• Official comment

  

  Brendan

  • October 02, 2021 21:47

  Hi Megan, thank you for the feature request! I agree that a notes feature directly on the estimate/invoice would help a lot and we'll take your request under consideration for future development.

  For the time being, we have a private notes feature that you may find useful. You can add private notes when editing your client's information, either on the estimate/invoice or directly through the Clients section of the app. Simply scroll down to the bottom of the Edit Client page and you'll see an option to add private notes.

  Hope this helps and please feel free to share any other feature requests with us here: How do I request a new feature? – The Joist Help Center

  Comment actions Permalink

Please sign in to leave a comment.