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Welcome to the Head Contractor Feedback Forum. We encourage all Builders to post suggestions and ideas for improving EstimateOne. Posting new ideas and voting on existing ideas will help us understand what improvements our Users want to see made to the EstimateOne platform.
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Improve the staged send-out process for builders
Sending out packages in stages can be a little cumbersome at the moment, in that a revision has to be manually created each time.
I suggest EstimateOne create a more streamlined process of issuing packages in stages (i.e. services first, structure a few days later, finishing trades a few days after that, etc) without having to go through the formal revision / addendum process.
7 votesThanks for putting your support behind this idea. We have made some changes to the package creation process to make it easier to send out packages in stage. Please have a look at the below knowledge base article to find out how we recommend you issue packages in stages. Cheers, Gilad.
http://support.estimateone.com/knowledgebase/articles/741687-issuing-packages-in-stages
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