Activity
Mon
Wed
Fri
Sun
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
What is this?
Less
More
Memberships
Coach Greg Adams
150 members • $5/month
Xecute
19 members • Free
1 contribution to Xecute
Oct 31 •
NEW FEATURE VOTE
I’m building the ability to send estimates! This is on staging at the moment, but when you say “Create an estimate for Casey Christianson titled all services line item 1 is exterior window washing for $199 line item 2 is interior window washing for $119 line item 3 is basic tracks and sill for $99” -You get one confirmation as usual. Do you guys like the idea of Xecute finalizing the estimate and saving it to drafts (with links) with this follow up question ? “Do you want me to send it over to the customer?” - this just requires a 3rd message to be sent to Xecute for it send it over OR If confirmation message looks good and you say yes, we just go ahead and send the estimate immediately ?
1 like • Oct 31
I like the idea of it showing the link then sending it. Just thinking ahead too.. the ability to send the estimate as an options estimate as well.
1 like • Oct 31
@Casey Christianson yea I think I’d rather send it after it’s drafted. Could help with rapid fire estimates. Draft em all while on the go or in the field. Review them while eating lunch or before bed. Then fire them off. Just thinking about the possibilities. And as for the options estimate, yes that could work. Automatically making it optional with more than 1 line item.
1-1 of 1
Active 10d ago
Joined Oct 28, 2025
Powered by