Why are we changing this?
To enhance the Estimate process, we've divided it into two easy steps: creating and sending the estimate. Our design now features collapsible information to reduce visual noise, providing a clearer, more focused user interface. We've also improved notifications for required actions or errors, ensuring you're promptly informed of any necessary adjustments. We have worked to help to increase efficiency, by allowing you to stay on the estimate page without the need to navigate away, streamlining your workflow for a more seamless experience.
What’s changed?
Here is a video walking you through the changes we have made to streamline the Estimate from start to finish.
Streamlining the process into two simple steps
1. Create and then 2. Easily send
Reduce visual noise with collapsable information
Improve how we alert users to errors or required action
Increase your efficiency by maintaining your place in your workflow
After your estimate is created:
If you have any additional questions about the new Estimates workflow feel free to chat in or send an email to success@rivethealth.com.