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  1. Quotes: Generate as legal 'Estimate' instead of quote

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    submitted  ·  7 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Mark Bailey commented  · 

    As a builder, being able to send estimates is essential. A lot of the work we do you can’t be tied down to a quote. I usually can only give a client a draft quote as the only way to get wiggle room. I used to use quickbooks and they have estimates, which is the only thing that’s better than xero

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    Mark Bailey commented  · 

    That would be the best idea, as a builder, the word estimate would be very useful.
    On extensions and new builds, there’s a lot you cannot foresee and the word quote ties you in to losses

    Mark Bailey supported this idea  ·