Is there a Quote or Estimate app available?

SlySASlySA Member Posts: 3

Using wave invoice is nice but when do we get wave Quotation or estimate app?

edited March 26, 2019 in Mobile Feature Discussion

Comments

  • SlySASlySA Member Posts: 3

    It is a struggle when a client needs an estate or quotation sent and you only have your cell phone with you. It is also difficult to create a quote from your tablet too. Creating an invoice is nice and easy. What is the reason why Wave accounting doest not have this feature?

  • 7thholegolflodge7thholegolflodge Member Posts: 1

    I WANT TO BE ABLE TO SENT AN ESTIMATE TO A CLIENT - BUT THE ESTIMATE PROGRAM IS NOT OPERATING CORRECTLY. HOW CAN I FIX IT.

  • CharlotteCharlotte Administrator Posts: 653 admin

    @SlySA as you've seen, estimates are currently only available in the web application, and not on mobile. We can appreciate the usefulness of being able to do more of your work while on the go or working in the field, so we're pushing hard to deliver a more comprehensive experience on mobile. We don't have a specific timeline to offer for this functionality just yet, so for the time being, estimates will need to be created in the web app. Thanks for your feedback!

    @7thholegolflodge it sounds like this might be a separate issue. Are you receiving an error when you attempt to create an estimate?

  • IzzIzz Member Posts: 0

    I second on an estimate/quotation app! It's a must have feature! People are going to search for other apps that offer estimate feature and usually it comes with an invoice feature as well and chances are people might just be drawn off from wave to another brand! The community have been requesting this feature for quite some time and it's high time you guys bring it in.

  • Admin4chimneycoAdmin4chimneyco Member Posts: 2

    Estimate feature really needs to happen soon. My boss only has his tablet when he is at a client's home giving an estimate, right now the process is for him to handwrite the estimate using carbon paper to leave a copy with the customer. That "estimate" gets photographed and sent to me to enter into Wave back at the office and in our area there are multiple condominiums and when one gets an estimate on new steps, then they all want new steps... A duplicate feature on the estimate creation side would literally save me hours of entering the same estimate 10 times... So really looking for 2 things a duplicate option on the estimate build, and an estimate option on the mobile app... There is a work around in the Invoice app... You can rename the "Invoice" to Estimate... But then have to remember to delete it in case they don't buy your service/product... or your books will be way off ;-)

  • AlexiaAlexia Administrator Posts: 3,315 admin

    Thank you, @Admin4chimneyco, for sharing your feedback. I don't have specifics to offer just yet, but we are looking to improve our offerings on mobile in the near future.

    While I don't have details or a timeline to offer just yet, I can tell you we have big plans. We know how useful a feature like this would be for our users, and we've been listening to your feedback.

  • XpressionzXpressionz Member Posts: 5
    I'm enjoying sending invoices on the go but my clients need quotations as well. Where is the difficulty in creating this? I just need the option for my file to say quote instead of invoice. I'm sure it can get more technical but I'd settle for that at this point. I'm in the process of searching for another app.
    I'm not happy about but I don't have a choice. Quotations are a must have!
  • SophiaSophia Administrator Posts: 147 admin

    hey @Xpressionz thanks for your feedback and I hear your frustration. Right now, we don't have a concrete timeline for this although it is something we would like to offer in the future. It sounds like you conduct the majority of your business in the field, since you want to send the majority of quotes on the go? If you'd like to tell us more about your business model, I can pass it on to the mobile product team. That kind of texture is valuable to them as they consider how to build out new features.

  • JasmineHarveyJasmineHarvey Member Posts: 1

    Love being able to recommend this app to my clients for invoicing, however, our contractors on the go really need estimates to be part of the mobile app. Unfortunately it isn't a feasible option for many of them without the ability to create these estimates on the app.

  • jrollinsjrollins Member Posts: 4

    This feature is greatly needed and much appreciated. Hopefully, this is on your radar for completion soon?

  • JamieDJamieD Administrator Posts: 557 admin

    @JasmineHarvey @jrollins This is something that we are definitely looking at for the future -- building an app that encompasses more than one specific feature. However, we still don't have any timeline as to when this would be available to our users. We will definitely let our user base know, so stay tuned!

  • SlySASlySA Member Posts: 3
    It is not going to reduce exiety if we just have the single app for quote like we have a single app for receipt?
  • JamieDJamieD Administrator Posts: 557 admin

    Hey @SlySA -- We still don't have an idea as to when an app for Estimates will be available to users or what it even looks like. Rest assured, we will let all of our users know once when it will be released and fully functional.

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