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    • QBP: Ability to Create Estimates (edited)

    Contractor
    Contractor Member
    edited 1:45PM in Quicken Business & Personal Feature Requests

    I'm an HVAC contractor.

    I use Quickin Simplifi (QS) for my entire business, except creating estimates. If I invoice from QS naturally I would want to create and send out Estimates from QS. However this option is not available. Instead I have to go to a third party program create the estimate there and then when I am finished with the project I then have to go into QS and write down the entire estimate again as an invoice and then send it to my clients. VERY inconvenient.

    I simple Create Estimate tab would be just the ticket. That way I could write out the estimate from QS without it registering as having changed any finances and then when I am done with my project I could click Change Estimate to Invoice…or something like that.

    Simple fix. It is a fix that I need for QS.

    Thank you.

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