Create billing estimates from estimate records for your team
Create billing estimates from estimate records for your team
Your draft estimate records often sit unposted, delaying client approvals and invoicing. You get posted estimates in your accounting system ready for client approval same day.
Overview
Draft estimates often linger and delay billing and client approvals. This flow converts updated estimate records into posted accounting estimates so billing and the owner can prepare invoices and request signatures the same day. It reduces manual entry and gets estimates into the books ahead of project kickoff.