It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

I would like the ability to update a customer on an estimate or invoice
related, also: The ability to duplicate an estimate, and then edit the job/ customer

Where you can enter where you spent money on the job and how much to keep up with your profit.

It would be nice to be able to save an already created invoice/estimate/material order/work order as a template. This would be helpful for a few different reasons.

The most recent example is an estimate was created but wanted to save it as a template for future use.

Another reason would be that maybe later down the road you realize you need to duplicate an estimate that was created in the past.

Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty

Ability to see total cost and mark up total cost to desired profit margin with in the estimate totals.

We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.

when you use the "Split invoice" option and save at the top of the invoice it says amount due to be the full amount of the invoice and only at the bottom does it tell you the "due today" amount. This is creating a lot of confusion to our customers.

It would be better to show the amount due at the top to be the "Due Today" amount instead.

Option to be able to separate estimates based on type. For instance, for some customers, we do multiple jobs at one time for them and it would be nice to be able to put it all on one estimate for the customer but have it sectioned off for each separate category of the job, instead of having to make multiple invoices. Or it would be helpful to be able to separate specific items from the estimate to convert to a work order.

Customer would like to be able to select a custom field as the recipient of commission in the budget feature, as they utilize custom fields to include names of field managers, appraisers, etc. who don't necessarily need to be added as a team member.

I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

Have a description box for sections on an estimate (just like individual line items have). This way, we can put the scope of work for that section with a total price, and be able to hide all the material and labor line items.

OR

Be able to add sub-items on line items, so you can just use a line item description for the scope of work, and sub-line items for the materials and labor that can be hidden if needed.

It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

a location to upload receipt separate from other documents

Turn off the credit memo feature.