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Creating Estimates from a scheduled appointment.


1 comment

  • Product Success Team
    Thryv Moderator
    Thryv Employee
    Thryv Employee

    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?


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