Financials
399 results found
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Custom Measurement Token
I want to be able to create a measurement token that combines the input of other tokens. For example, I combine the sum of Total Rakes + Total Eaves into one token
1 vote -
Custom Fees per Invoice
Right now the credit card fee handling is the same for all customers, but for some customers we want to cut a deal, so we would like to remove the fees easily for one customer or invoice
3 votes -
If you set it to only go off of Margin, then the system should only calculate off of Margin.
Currently, the NSE estimate system adjusts the margin percentage automatically based on a couple of different things. 1. The price set of the product in Products & Services. 2. The markup percentage on that product, even though it's set to only go off of Margin. This will throw off the margin and even go below the set margin minimum, which can lead to loss of business if not noticed, and the estimate is sent off without notice. Having set up warnings of adjusting prices and how it will affect the margin calculations, or making it more obvious what the margin…
2 votes -
Allowing a manually logged payment to apply to a specific split payment in an invoice
Currently, if you log a payment manually and apply it to an invoice that has scheduled payments at different stages or progress through a job, you can select which split payment to apply it to. On the invoice, it will remove the split payment name of "deposit," for example, and only say "payment" with the date. Overall, it looks kind of rough and confused for a customer, especially since the customer has access to this invoice.
2 votes -
2 votes
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Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout
Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.
Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.
1 vote -
AI Tool for Calendar and Financial Documents
Customer would like AI Tools to be incorporated to tell it to add to calendar and or create work orders or submit material purchases
1 vote -
Profit Tracker in-depth breakdowns
Profit tracker gives you a data table or graph, quite often, to represent the data pulled from different profit trackers on the jobs themselves. If you could click on a specific data field in the profit tracker insights page and see a breakdown, or even simply a link that will take you directly to the job the data is associated would save so much time when browsing the data and checking and validating that it is legit.
2 votes -
Ability to relate multiple jobs to one profit tracker report (specifically for actual revenue)
I'm a fence contractor and often have to split quotes out based on one or more neighbors contributions.
To do this, We create separate "Jobs" for each customer and they all have their own paper trail.
However, for Work orders, Materials, and Budgets, we use on master "Job" and manually enter the information.
With Budgets going away, we are going to lose a way to track these projects.
Being able to link multiple jobs to one profit tracker would be very helpful. Or the ability to manually enter payments would be helpful also.
Splitting jobs between neighbors is very specific…
1 vote -
Show Materials Listed w/ Quantities for Better/Best options
Right now when someone chooses the better or best option, we can only see materials listed with no quantities. It does not show us the amount of materials listed on the ordering section once the contract has been signed as they selected one of the options that includes everything from the previous selection (good, better, best).
1 vote -
Creating Material Order - SLOW
Goodness, when you create a material order and it's integrated to a supplier, it goes slow as molasses, like you're running an old computer. If you have to create a material order from scratch or start with a material order template, it makes the process take a LOT longer than it should. Very slow...need speed.
1 voteThis is being worked on currently and we hope to have the solution out soon
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Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
2 votes -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
3 votes -
Linked Job Name Not Updating in Budget
When the job name is changed, the linked job name in the budget does not update automatically and continues to reference the old job name. Additionally, the system does not allow manual correction of the linked job name. To ensure accurate reporting and reduce confusion, the system should either automatically update the linked job name in the budget or provide users with the ability to manually update it as needed.
1 vote -
Emailing Estimate to the customer
Have the email template that is set up show up in the email box when sending the estimate to the customer so that we can see that there is a message there and it doesn't look like a blank message being sent to the customer.
3 votes -
SQ to NSE "We can help you with" field is missing
User would like to be able to use the setting from SumoQuote on the New Estimate Experience under Configure> Branding> Account Details> "We can help you with" field to add additional context to the Title page of the Estimates
1 vote -
No Email Necessary; for Approval on Estimates to convert to an Invoice
If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.
5 votes -
Smart Estimate
Option for some folks like our selfs to continue using smart estimates to create internal documents that we would be able to edit and leaving the NSE as separate option for presentation to the customers when creating proposals.
Example -
Smart Estimate - We use the smart estimates to pricing on a project - we then use this internal document (estimate) to create work orders, material orders and make any internal adjustments as needed (pre/post project) without reflecting on the proposal.
NSE - Use the NSE as a form of presentation (Proposal) where you have a pre built template with…
1 vote -
Rotate Photos with one click
Be able to rotate photos when annotating them in the inspection page...right now the rotate function makes you click dozens of times just to get a 90 degree rotation.
1 vote -
2 votes
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