If Albi has an estimate upload with an Xactimate Line Item extractor, then that would suggest that the workflow is to upload an estimate, extract, and have all of the line items port over to "Items" (I'd get rid of the requirement to have it signed, just put an action called "Convert Estimate to Items"), then the user can start putting together orders for their subs.

But here in lies a couple issues - If you upload a $200k estimate, you're going to have a ton of line items which takes an administrative eternity to go through. The extractor should be pulling CAT (Category) for Xactimate and grouping items under those CAT's, ex: DRY (Drywall), PNT (Paint), FNC (Finish Carpentry), etc.

That way, a PM can grab overall work orders and work those instead of individually selecting 100 items and creating an order. ALSO, no one should be contouring work orders with tax.. Tax needs to be a toggled feature on the extraction and porting over into items. We don't use tax in budgeting, and I haven't met another company that does as tax rates vary by Zip Code and even Municipality.

While we are adding a tax toggle, we should be able to add an O&P toggle. We personally like budgeting with ACV and O&P together, but some companies want to ignore tax and O&P and budget a %GM off of the ACV. I think we can have these features in Workbook it would make the Reconstruction side a lot more enjoyable and it would save a lot of time.