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Improvement! Default names for new estimates.

To help improve naming of estimates and to reduce confusion when copying (Save As New) an estimate, we've defaulted estimate names for you.  You can change the estimate name to anything, just like you've always been able to do, but we're making it easy to implement a standardized naming scheme as well.

 

Standard Estimates: will default to the Jobsite Address, plus the Division name, plus the word "Project"
(e.g. 125 Hilltop Ave Install Project)

Service Estimates:  will default to the Jobsite Address, plus the Division name, plus the word "Contract"
(e.g. 125 Hilltop Ave Maintenance Contract)

 

Once the estimate name has been generated, you are free to edit it to fit your existing naming system. 

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