PLEASE add a kit function
Even the bottom of the barrel CRM that I'm currently using has a robust kit function. Create products with fully editable costs and quantities, then add those products to a kit (in this case, what a "service" should be). Once a kit is entered into a quote, individual products are hidden from the customer, but fully editable when creating the quote.
As it is now, I have no idea what the difference between a "product" and a "service" are. They both have the same info (name, description, cost, etc). You should just be able to group products to form services.
If i have a product of "labor" and a product of "receptacle". I should then be able to create a service of "Replace Receptacle". That service would consist of my labor product, and my receptacle product. Both with quantities and costs that I could edit when creating a quote. Since not all receptacles are the same, and my customer doesnt care whether its a duplex or a decor, being able to edit the cost of that receptacle, straight from the kit during quote creation, would be amazing.
Thank you everyone for the feedback here, this has been submitted to our Product Development team!
Markheiks I appreciate the context given, if you require your team to add in the details of each line item but want to limit what the client can see in terms of pricing etc. I do recommend changing your Client Document settings.
If you have any questions or more feedback on this, please give our Success Team a call - 888-721-1115 ext 1.