Change order simplification
in progress
A
Ashley Sharp
Need the ability to replace items in change orders and also to modify labor. It's a bit tedious to have to delete to add items and remove all labor to adjust the labor total when we have the ability in the main proposal... small in the grand scheme, but it adds up and would be so much more efficient.
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Aaron Rossow
Also, currently any calculated items in a change order calculate on the total of the quote, not the total of the change order.
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Ashley Sharp
Aaron Rossow: Yes, I've gone down rabbit holes trying to understand the calculations sometimes
R
Ryan Schmidt
in progress
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Ashley Sharp
Ryan Schmidt: It would be amazing if we also had the option to delete a product, but keep the associated labor
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Ryan Schmidt
Ashley Sharp: Hey Ashley, this is interesting to me. Could you walk me through what situation that would come up in? As in, if I have a TV and 1hr of TV Installation labor type attached to it, and delete the TV, why would I still need the 1hr of TV Installation labor type?
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Ashley Sharp
Ryan Schmidt: It's for contract situations. Generally, for us, a contract is a contract but we try to be fair to the client without shorting ourselves. If a client decides to cancel something after we've already ordered & installed the product (it's happened), we may refund product, but not labor or vice versa depending on the situation.
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Ryan Schmidt
Ashley Sharp: I understand! I'll take a deeper look at this and get started on a solution.
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Ashley Sharp
Ryan Schmidt: Thank you!