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Estimate confidence warning when using default pricing instead of catalog data

Feature Requests

When an estimate uses Home Depot or other default pricing instead of the customer's own catalog data, show a visible confidence warning before sending to the client. This would prevent situations where estimates are significantly off because default pricing was used instead of actual local rates.

Real example: A customer's kitchen remodel estimate came back at $35k using defaults, but the real cost was $50-55k — leading to a bad client review. A simple warning like 'This estimate uses default pricing for 12 line items — review before sending' would have prevented this.

Posted by Rob Howard, Ph.D. ·
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  • Rob Howard, Ph.D.

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    Feb 9

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    Merged request

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    1 vote

    Estimate confidence warning when using default pricing instead of catalog data

    When an estimate uses Home Depot or other default pricing instead of the customer's own catalog data, show a visible confidence warning before sending to the client.

    This would prevent situations where estimates are significantly off because default pricing was used instead of actual local rates. Real example: A customer's kitchen remodel estimate came back at $35k using defaults, but the real cost was $50-55k — leading to a bad client review.

    A simple warning like 'This estimate uses default pricing for 12 line items — review before sending' would have prevented this.