Skip to main content

Add estimate line item (and area/group) review status

Feature Requests

After AI creates an estimate for me and I begin to review and amend it, I’d like to be able to set the status of each line item and area to help me track estimate accuracy (by my double-checking) and completeness. Right now, I have to keep track outside of Handoff with scratch paper or OneNote.

It would be great to see something like

  • Unreviewed - the initial status set on each item and area after AI generation

  • Under Review or Reviewing - user sets this to alert team (or themselves at a future point)

  • Needs Revision — user knows the line item is wrong and is flagging it to be corrected at a future point

  • Reviewed — line item (or area) is correct and doesn’t need any more review

Ideally, the UX would allow the user to multi-select and change the status for N items at a time.

Posted by Jeff King ·
2 comments

Log in to comment and vote

Comments2

  • Handoff Accounts

    Team•

    Mar 6

    Ideas for this

    • Custom columns

    • Tag column with the ability to make custom tags (preferred)

    • Comments/annotations on columns

    • Flag/star system

  • Jeff King

    •

    Mar 5

    The mentioned workaround of using the Description column will not work as that col is already used for providing product URL’s, notes, and freeform text. We need a separate status field which can be filtered on, too.