Financials
7 results found
-
Profit Tracker Templates
Have the ability to save manually entered sections in the profit tracker as reusable section templates that can be imported. For example, I manually enter sections for 'Materials' 'Labor' 'Disposal' 'Equipment' etc and then add separate line items as needed, so it would be very efficient to be able to save those sections and import them when I set up a new job profit tracker.
1 vote -
Display last updated
Display 'Last Updated' with the date and user that last updated the profit tracker.
Also having the ability to close/create new profit trackers would be helpful for additional scopes that aren't related to the main project but are still related the the address/client/job that you don't want included in the revenue/payments.
1 vote -
Notes + Attachments
Being able to make a note/tag a team member on the profit tracker would be helpful when there are questions/update requests regarding the job financials. And maybe having the ability to attach related documents like the estimate you are working off of and/or copies of the invoices received for materials/extras etc.
1 vote -
Amount Billed
Right now you can only view the overall amount we will be paid for a specific job/project once we are 100% complete with the work (planned revenue) and the total amount of payments that we've received and applied to that job (actual revenue). You can't currently see what we've billed the client for to date on the profit tracker and that would be helpful for larger, more complex jobs that require progress invoices/draws. Maybe having the option to switch the tracker from cash to accrual basis or adding a separate metric that displays the running total billed to date would…
1 vote -
Credit Card Fees & Profit Tracker
The profit tracker does NOT take into account what the credit card fees are, only the total amount the customer paid. Example: Customer paid invoices by credit card for a total of $1,520.20 which is what the profit tracker shows. $49.29 of that is credit card fees. Therefore the profit tracker shows a surplus of $49.29.
Currently, to find the credit card fees I have to go see how they made their payment, open the payment tab, search their date of payment, find their payment, add their fees together, and the add them to my profit tracker as an expense…
1 vote -
Profit Tracker without commissions
The ability to see the gross profit before commission is added and the new profit after the commission are added.
1 vote -
Profit Tracker related estimates
Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker
1 vote
- Don't see your idea?