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Add a separate client-facing description field on catalog rates (distinct from internal description)

Feature Requests

I need a way to have two separate descriptions on each catalog rate: one internal (used by the AI for scoping and pricing) and one client-facing (what shows up on the proposal).

Right now when I add details to my rate descriptions so the AI knows how to scope things correctly, those same internal notes show up on the proposal to my client. I should be able to write detailed internal notes without having them appear in front of my customer.

Posted by Josiah Phillips ·
1 comment

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Comments1

  • Ethan Forns

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    Aug 12

    I agree. and I would also want another note for sub contractors. that way we can add more detailed notes needed just for the sub-contractor assigned to the task.