The member would like the estimate workflow to better support level billing. Specifically, when a customer accepts an estimate, there should be an option to automatically add the project to level billing and to waive the deposit requirement if the customer will be on level billing. This would streamline the process, reduce manual steps, and ensure consistency between estimates, payments, and billing plans. Another option we would like is to offer pay in full discounts
Created by Kimberly Galdonez
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