Creating Estimates from a scheduled appointment.
It would be nice to have an option to create an estimate from the scheduled appointment. You can create an invoice but no option to create an estimate. You have to go to a totally different page to create an estimate.
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Thanks for your feedback Jeanette! There is a request for this feature in our feedback center, I have added you to it so that you stay updated on its progress.
This is a request we have heard before, though in different variations. Some users would prefer the flow to go Estimate>Appointment>Invoice, but it sounds like your ideal flow is Appointment>Estimate>Invoice. Am I understanding that correctly?
Also, what would you want to carry over from the appointment to the estimate? Is the purpose of the appointment just to do the estimate or are there certain services/information you would like to see included?0 -
i would like to see this as well - in most service businesses the appointment is set to provide a free estimate - i would like to see the appointment set for free estimate and then easily create the estimate from the appointment
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Thanks for adding on Ken! This is valuable feedback! We have you added as a vote on this request, if any other Thryv users would like to see this feature added, sign in with your Thryv credentials and leave a comment here as well!
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