Add a Project Name field to Estimate & Ability to enter mark-up % or $
Two great additions to Estimates would be to have a fileld labeled "Project" so it can be tracked and separated from the customer's name if desired.
As a general contractor we want to send an estimate to the customer's nmae, but we name our projects based on the street name address. Our work-around for this has been to enter the Customer as street name: MILTON 1377
The problem is we do not want the estimate to be addressed to MILTON 1377 instead of Jane Doe.
Second item, I have seen lots of requests going back as far as 2018 (farther back I am sure) is add the ability to incllude a Mark-up as either a % or $ that would then calculate the Cost + MU = Retail
Description QTY Cost MU Type MU Value Retail
Demo 1 $1,000.00 25% $250.00 $1,250.00
The Mark-up Type and Value should not display on the customer's copy of the Estimate (ie: when it is printed out)