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Financials

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  1. Add an option to create custom design templates for financial documents such as Material Orders, etc.

    Add an option to create custom design templates for things like Material Orders, etc.

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add multiple templates within one Work Order - Sections

    I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.

    1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to Convert and/or Combine multiple Financial Documents into a Single Document

    We would like to be able to either combine multiple Financials into one (merge), while also seeing the option to convert two documents into a single document of another type.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Limit access to edit/update saves Templates

    When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Credit to be allocated against invoice to reflect refund

    Create credit memo that is allocated against the invoice to reflect refund.

    2 votes

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    0 comments  ·  Credit Memos  ·  Flag idea as inappropriate…  ·  Admin →
  7. Invoice fields should be available as template fields

    We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

    4 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add an option to show line totals on work orders

    Add an option to show line totals on work orders

    3 votes

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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  9. Multiple Material Order Templates in One Material Order - Sections

    We are a fence contractor. We sell multiple types of fence. We have material order templates saved for easy ordering of types. Sometimes, customers have multiple style fences on their property. Adding a Template, to a tep[late, would allow us to only send one PO to a vendor instead of sending multiples everytime.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Revise Quotes and add revision number

    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.

    19 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Company Name to Payment Receipt Emails

    The Company Name needs to be included on the payment receipt emails that are sent by WePay.

    1 vote

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Turn off credit memo feature

    Turn off the credit memo feature.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Option to remove "None" as a payment method or change the default/first option in list

    The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.

    2 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Automatically change Work Order Status when Emailed

    Automatically change the status of a Work Order statues to "In progress" when emailed.

    6 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. Merging Estimates

    Make it so you can merge estimates

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Subcontractor Column In the Work Order Tab

    I would find it really useful to have a column for the subcontractor on the work order tab in my contacts and jobs.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    28 votes

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    7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Have taxes show on material orders

    I would like to have taxes show on material orders

    12 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. The ability to clone an existing saved Material Order template

    This would allow us to clone and and create a new saved template without having to start completely fresh.

    5 votes

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    22 votes

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    Viewed  ·  2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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