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Status Future consideration
Categories Estimates
Created by Guest
Created on Jun 14, 2022

RELATED ENHANCEMENT REQUESTS

Estimates - copy function to quickly recreate a new estimate from existing estimate

Please add Copy Estimate button to create a new estimate from one that has already been created (expired, current or finalized) so updated estimates can be recreated quickly

Practice Name PPV - CREEKSIDE ANIMAL HOSPITAL
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  • Guest
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    |     Jul 30, 2024

    This is more crucial than it looks. My technicians will not finalize estimates b/c they are so loathe to have to recreate them from scratch again. It takes way too much time - even if you do the upfront thinking and investment in creating groups that are expressly made for estimates. Nowadays with dentals being so popular it is not uncommon at all for a client to get their estimate and have to put it off for months (usually b/c of expense) before its done.