The Estimate Event Feed is located on the right side of the estimate and displays employees' actions.
Events cannot be deleted from the feed, so you can see everything that has happened to the estimate.
The following events are recorded here:
changing a status, type, estimate deadline
changing a client, location, manager, or technician in the estimate
adding/deleting labors and products in the estimate
adding a comment, photo, or document to the estimate
creating a task from the estimate (a crossed-out task is a completed one)
sent text messages
information about the client's call with the name of the caller and the ability to listen to the call directly in the estimate (if you have VoIP integration set up)
When you hover over an event, you can see the date, time, and name of the employee who performed the action.
You can perform the following actions in the estimate event feed:
1. Create a task, add a photo or file. To do this, click on the "+" icon at the bottom and select the action you need:
Create a task that will be associated with this estimate
Take a photo using a webcam and add it to this estimate
Attach a file which can be an image or document from a PC
Note: the file size should not exceed 5 MB.
2. Add a public or private comment. Just start typing at the bottom of the event feed to do this. By default, the comment is public, but you can click on the eye icon to make it private if you need to.
Public comments are displayed for all employees who have access to the estimate. A private comment can be seen only by the employee who created it, regardless of access rights. For convenience, private comments are highlighted in yellow.
Note that pressing the Enter button will send the comment, and Shift + Enter will move to the next line.
At the top, a toggle allows you to see "All Events" or only "Comments."
If necessary, you can hide and expand the event feed. To do so, click the corresponding arrow.
To the left of the event feed are buttons with additional actions in the estimate:
1. Print documents. Click the printer button 🖨️ and select a document (documents belonging to the Work orders group are displayed).
2. Communicate with the client. Click on the message icon and select a communication method: send a message to the client via WhatsApp, Viber, SMS, or Email, or call the client. Please note that you must have the relevant integrations connected and configured.
3. Click the Actions button to accept another estimate from the client, transfer the estimate, or delete the estimate.