Estimate Management & Product Option Improvements

This update delivers key fixes for managing estimates and product configurations, along with clarifying a service category issue.

  • Add/Duplicate Estimates for Sales Reps: Resolved an issue that prevented Sales Representatives from adding or duplicating estimates. This functionality is now live.
  • Product Option Type Display: Fixed an issue where product option types were not displaying correctly, specifically affecting options marked as “required.” This fix is now live in production.
  • Windows Service Category “Disappearance”: Clarified that the “disappearance” of the Windows service category was due to a manual renaming by the Client to “Vinyl Windows / Patio Doors,” not a system bug. Audit trails confirmed this user action.