Financials
529 results found
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Increase the Photo Limit on New Sales Experience Estimates
Currently, the formatting for the inspection page on new sales experience estimates will only allow 10 MB per image. There also doesn't seem to be a limitation on HOW MANY of those images you can upload before the system can't handle it.
1 vote -
Require Multiple Pages to be Signed on an Estimate (Not Just Initialed)
We need a PDF page inserted into our contract that needs to be signed by the homeowner. This page is required by law to be signed every time we contract a job with a Homeowner and Explicitly state that initials do not work. WE SHOULD BE ABLE TO REQUEST A FULL SIGNATURE in specific sections of a page.
1 vote -
Receive notification and keep log when an estimate has been opened by customer
In the legacy estimates there was a log of each time an estimate had been opened by the receiving party. In the new estimates that is not available
2 votes -
Display Financial Record ID during Creation
Visualize the Invoice # and/or the estimate # when creating an invoice or estimate.
2 votes -
When setting a discount for an estimate, allow a toggle to apply to all options and upgrades on the estimate.
The current setup on estimates is that a discount only applies to one option on an estimate. It would be incredible to allow a toggle option that applies the same discount to each option and upgrades within the estimate.
2 votes -
Saving annotated photos from the estimate directly to job photos
If you edit a photo within an estimate to annotate the photo or mark it up there is no easy way to then save that edited photo directly to the job's photos.
2 votes -
Enlarge Special Instructions Box on Financial Documents
Make the "special instructions" box much bigger. We always put a bunch of critical info for the crew here. Right now, it's the tiniest text box!!
let's make it bigger please!
1 vote -
When clicking into a disabled page on an estimate that it doesn't re-enable it to be viewed.
The ability to click into a hidden page on an estimate without re-enabling it for viewing.
2 votes -
Ability to add our logo to all pages of an estimate
We won't always use a cover page on our estimates, so being able to add our logo to different pages in an estimate would be amazing
2 votes -
Hiding section Totals on NSE Estimates
Would like the ability to hide not just sections but instead, hide the section totals within an NSE estimate.
1 vote -
ability to send the sales rep or assignee and subcontractor the estimate from the "email estimate" page
When you click the 3 dots and email the estimate the the customer, you no longer have the option to add your sales reps anyone else without typing out their email
2 votes -
Ability to add more than one person to the Proposal Email
Right now we can only email one person. Even if we add another signer and their email address the email only makes it to one signer! We have multiple individuals who need to see the proposal and a way to send the proposal to more than one person.
2 votes -
When adding a template to the estimate details page, add it as an option
Currently, when you import a template into your estimate details page, it will erase all data, even if you have multiple options available. This makes it difficult when you are simply trying to add a new option that you already have the template for but don't want to manually enter it into the estimate when you could just import that template as a different option instead of erasing the whole estimate details information.
2 votes -
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 -
Left Justify Notes on NSE Estimates
Currently, the notes in NSE justify to the right, but we would prefer them to be on the left. Or possibly toggle-able to either side.
3 votes -
2 votes
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Turn off estimate emails
I would like the option to turn off the email requesting the down payment when marking an estimate as signed. We have some customers that come in and physically sign a copy of the estimate and when I go into the new estimates and mark it signed it automatically sends out an email and requests a down payment even though they have made the payment. This has become confusing for our customers as they think that we have lost their payments.
1 vote -
1 vote
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please allow more the 31 characters in the product name
only being allowed 31 characters in the product name is a pain it would be nice to be able to have more.
I tried to enter (Chimney flashing w/ counter flashing) and it is too big so I had to drop the last flashing to make it work
3 votes -
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1 vote
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