HOME / COMMUNITY Switch to knowledge base

Uploads of PDF our eyes only


#1

any chance that a pdf (upkload) save section can be put in for estimates that hold information only related to us and not the client


#2

Thank you for the suggestion @pelican. We’ll leave this thread open for other users to add their comments.


#3

What I do is use a draft invoice & put notes etc in it. Then work is accepted its just a quick update to the invoice & it can be sent to the client.


#4

and your clients can see what is saved to this recorded , when it becomes a invoice


#5

I put draft notes in, when the work is accepted and later invoiced, I tidy up the notes so the client doesn’t see anything I don’t want them to see.