General
888 results found
-
Profit Tracker Improvements
We need to be able to populate from an invoice as opposed to the estimate, since using an estimate does not allow for us to account for change orders.
Will there be an ability to export data from the report, i.e. commissions? Currently we use budgets to pay commissions and have a simple copy/paste method which works well for payroll.
We do not see a way to calculate commissions based on actual costs. It appears it can only be done based on planned costs.1 vote -
{{CUSTOMER_INITIALS}} token - Grey Box
I don't like the page preview showing "JD" for the initials while editing a custom page that has {{CUSTOMER_INITIALS}}. Would it be possible to revert back to showing a grey box?
1 vote -
1 vote
-
naturalForms Integration: Include All Template Fields
We need the naturalForms integration to include all the Template Fields that can be put onto documents, like Estimate Amount, Estimate Number, etc.
2 votes -
Wants the ability to sort a payments reports by payments not logged to an invoice.
Ability to sort payment reports by type of payment, ie. Payment that is not logged to the invoice yet.
2 votes -
Terminate Quote Links
We want a way to terminate the quote links so that the quote becomes unviewable. Prices may change etc so we would like to have that control over old or outdated estimates.
2 votes -
Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
Delete Tasks from Calendar on Mobile App
User would like the open to delete tasks off of their calendar on the mobile app
1 vote -
1 vote
-
1 vote
-
Longer New Sales Experience line items
We like having longer line items sometimes, but we run into errors
1 vote -
Contact Display name Include Contact job number as well
We need the contact display name to include the four digit contact number to automatically populate aside it. This would make it more easily recognizable, It would be even better if the contact number showed up on the top of all documentation.
1 vote -
Review Filter
Review Management Funnel Email Automation: When a job is complete, rather than sending the customer a direct link to our google business page, I would like to set up a funnel that only directs 4 & 5 star reviews to Google and directs all lower reviews to a form where the customer can explain what went wrong which will then just be sent to our team internally to handle and not effect our Google reviews.
A calendar that can be included on our website or other ad funnels that shows the available dates and times that a customer can book…1 vote -
1 vote
-
Reference Specific Invoices in Email
Our process sometimes involves having multiple invoices open on the same job. We use JobsV2 and try to use Template Fields as much as possible. However, there isn't a good way to specify certain invoices using the available Template Fields. It would be great if there was a way to designate this so we don't have to manually update the emails before sending.
2 votes -
Changing the header subject on emails coming from NSE for documents other than quotes.
Change the email header subject for documents coming from NSE so that they don't all say a quote was sent to the customer, but be able to specify what type of document is being sent.
2 votes -
Mixed Type Forms
I would like the ability to make mixed type forms, such as photos and checklist.
2 votes -
Financials/Products & Services to 4 Decimals
For insurance, we need our estimates to exactly match the Xactimate estimates that come in. However those estimates go to four decimals on everything so we need to be able to go to four decimals on our products & services, line items, taxes, and totals to be able to match.
2 votes -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
Mark Labor as Tax Exempt
Labor costs are not taxable in Luisiana. With Labor and Material being part of the same line items with the New Sales Experience, it makes it difficult to manage this.
2 votes
- Don't see your idea?