We've worked out an easy system to use Intervals as our bid tool.
We use The Profile to Email as our Bid delivery. It's as easy as assigning a bid number to the name of the project and then edit it to a job number once it's a job. Also Deactivate it as a bid, Activate it as a job.
This is reducing our reliance on third party applications and keeping everything within the Intervals system.
It's too bad that Expenses only get's coverage on The expenses page and the dashboard.
Now for the Feature Request:
Since "Profile - Details" is just information can "Grand Total" be added to the details info?
Right now we see the following:
Details
Project #: 0163----------------------------------------------------------Billable: Yes
Name: 8049-JobJob-----------------------------------------------------Start: 02/14/2008
Status: Active------------------------------------------------------------End: 02/21/2008
Client: Statio-------------------------------------------------------------Budget: $17,400.00
Project Manager: Bill Williams----------------------------------------Alert at: 80%
How about we see this?:
Details
Project #: 0163----------------------------------------------------------Billable: Yes
Name: 8049-JobJob-----------------------------------------------------Start: 02/14/2008
Status: Active------------------------------------------------------------End: 02/21/2008
Client: Statio-------------------------------------------------------------Budget: $17,400.00
Project Manager: Bill Williams----------------------------------------Alert at: 80%
Expense Totals: $2,592.23--------------------------------------------Estimated Work Total: $18,200.00
Work done so far: $44,9672.44------------------------------------Job Total: $20,792.23
I know Estimated work Total is at the bottom of the page, but it would be nice as a quick view to see it at the top also. It would also be nice if we could customize this area in our settings.
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