Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.

I would like better tracking of commissions on budgets. Specifically who marked a commission as paid/unpaid

I have multiple budgets for some jobs and want to be able to see the total at the bottom when viewing the list of budgets on the Financials tab

It would be great to have an option for to do a projected budget vs an actual budget. This would allow you to create a projected budget with numbers you think you would need for a job. This way I don't have to make sure to go back in and change the numbers once job is being finalized. It can be confusing, if we're putting projected cost vs actual costs.

To have a status option for budgets, like you do for an estimate/invoice. This way I can accurately determine what gross and net margins are, if there are jobs in the budget where costs have not been entered yet, because projects are not completed. The only way I can accurately get my margins correct is for me to filter by a completed job.

Would like to include material tax on budgets

Right now we have to create an estimate, convert it to an invoice, then change the status of the invoice to open. Lots of steps that could be reduced by having the budget run off of the invoices.

Would like to be able to apply negative dollar amounts to budgets to reflect credits (ie material credits)

Would like a more customizable, efficient, more friendly user budget feature.
Specifically would like the ability to add subtotal of all expenses for that job.

It would be helpful if we could add negative numbers to a budget for something like a material return.

I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.

It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.

I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

have a click box next to the total amount in the material order to set it as a line item in the budget.

have a click box next to the total amount in the invoice to set it as the budget price.

Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
1) Material cost
2) Labor Cost (per employee) Cost vary
3) a)Original price Line for projject
b) Added/Subtracted Change orders as line items
c) Total Job Price
4) More choices, teirs to calculate the commission
5) Able to print out as well as save per job

So all appropriate parties could see actual current expenses to compare to their job budgets.