Financials
102 results found
-
Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
5 votes -
Quicker Estimates Tax Selecting
An easier or quicker way to enter/select the tax city/amount? On a large quote, you have to click the drop down, then scroll down and select the city. possibly allow it to automatically populate with the same as all others and if you don't want a tax amount, allow just a section option within each estimate. Just possible suggestions.
5 votes -
Separate Line Items on Estimate in Proposal
When adding an estimate to a Proposal, the estimate line items are not separated by lines or bullet points on the Proposal. I would like to have it reflect within the Proposal the same way that it does on the estimate itself, with the lines between each item.
4 votes -
Duplicate an Estimate
There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.
4 votes -
Send email with multiple attachments that can be signed
Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed
4 votes -
Hold Smart Invoices
When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.4 votes -
Page breaks on estimates or invoices
Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.
4 votes -
Custom field pulls from estimate totals
Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?
4 votes -
Temporary Products
The ability to add products in estimates/invoices without saving the products permanently.
4 votes -
Remove Subtotal and Total from Estimates
It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.
4 votesWe are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.
-
Add digits after decimal on price.
Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.
4 votes -
Adding an an additional template box to an estimate or document
customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
Adding another template note box to include contract verbiage on a document or estimate4 votes -
Save Feature
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
4 votes -
Built in calculator on estimates & invoices
I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.
4 votes -
budget price automated from invoice total
have a click box next to the total amount in the invoice to set it as the budget price.
4 votes -
Smart Estimates Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
3 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
3 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
3 votes -
Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost
There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.
3 votes
- Don't see your idea?