Financials
283 results found
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3 votes
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Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
Separate Products from Service, add variations with same unit of measure
Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.
6 votes -
Custom Status for Financial Documents (Estimates, Work Orders, etc)
Would really like to have the ability to create custom statuses (maybe even rename some existing) for Estimates. Lots of different use cases I'll list a few more critical for our operations.
- The ability to have an "on hold" or "future re-bid" type status for an estimate that needs to be followed-up on in the future.
- The ability to have an "options" or "not selected" type status for when we present multiple bids (good, better, best) or multiple phases (broken into individual estimates) to a customer and they select one, but we don't want to mark the others as denied…
4 votes -
Remove material order number from template
It would be great if material order templates were more customizable so that we can remove the material order number from the template, for example.
5 votes -
Save an estimate in edit mode.
Ability to save estimate without having to leave the edit mode.
3 votes -
Change Work Order Default Email Template
When emailing a work order directly from within the work order there is a "default" email or you can select a previously created email template. Would like to choose what that default email template is.
3 votes -
Customize background color for Header/footer in templates
I would like to be able to change the background color for the header and footer in templates
3 votes -
More Cost Options
Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.
5 votes -
Require color selections for customer approval
Require color selections for customer approval
6 votes -
Estimate Signature Status to Reflect Estimate Status
The system will not automatically change to sent if you request a signer, and it will not automatically change to approved once the signature status is fully signed.
9 votes -
Section Totals showing internally
We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.
3 votes -
Be able to have a color in section titles in estimates
It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.
3 votes -
Color selection for line items on Material Orders
Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.
2 votes -
Ability to lock estimate pricing
Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.
3 votes -
2 votes
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Status option for budgets
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.
9 votes -
Email Subject Line Override on Financial Documents
The ability to have the email subject line populate instead of the default when sending an email from the financial documents directly.
5 votes -
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
Hyperlink on estimates that opens the Streetview or Google Maps page for that address
5 votes -
Rounding in Estimates / Invoices
It would be great to be able to have line items round to the nearest dollar or $5 increment. OR have the ability to have Sections round to the nearest dollar increment that is chosen in settings.
9 votes
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