It would be great if we could choose mix and match in the proposal to have some groups show each item, and other groups just show the summary.
for example on a group that is all tasks, I would want to show each item on the proposal, that way the customer is seeing a true list of every task we are doing, if I did not include a task to paint the doors, it will not show up on the proposal.
Other groups like materials I would want to have every piece included, but dont need to include a 40 piece detailed list to the client, instead I would want the summary for those.
ie framing materials would just be a summary, not a list of all the different boards (2×10×12’, 2×10×16’, etc)
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Ethan Forns
Aug 19
I posted on this elsewhere.
It would be great if we could choose mix and match in the proposal to have some groups show each item, and other groups just show the summary.
for example on a group that is all tasks, I would want to show each item on the proposal, that way the customer is seeing a true list of every task we are doing, if I did not include a task to paint the doors, it will not show up on the proposal.
Other groups like materials I would want to have every piece included, but dont need to include a 40 piece detailed list to the client, instead I would want the summary for those.
ie framing materials would just be a summary, not a list of all the different boards (2×10×12’, 2×10×16’, etc)