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Created by Guest
Created on Sep 22, 2025

Ability to Track Quoting/Proposal Time and Costs

Staff spends time involved with a site inspection and creating quotes/estimates on an opportunity. Would like a way to enter this time against the opportunity. This would allow us to easily see what time staff are spending on individual sales proposals and at the end the real costs of the job that include this pre-job work. Costs could be passed along or written off.

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20 MERGED

Punch hours in opportunities to be able to track estimation hours.

Merged
We need to be able to track time spent on estimations. This needs to transfer over to project once it is won. Also this would see how much hours was lost if opportunites are lost.
Guest over 1 year ago in Opportunities & Quotes / Project Management
4 MERGED

Quoting/proposal time applied to the relevant job

Merged
Staff can put relevant time involved with a site inspection, creating sales quotes/estimates on that specific opportunity. Currently you cannot put these presales work on to a opportunity which does not allow us to see what time staff are spending...
Guest 8 months ago in Opportunities & Quotes