Financials
336 results found
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1 vote
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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.
1 vote -
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1 vote -
Profit Tracker & Commissions Need Option for Percentage of Actual Profit
We need an option to define commission as a percentage of the actual profit. ALSO In the Job Overview page, under the financial summary, under the Job Value, it would be helpful to have an option to change planned profit to actual profit
1 vote -
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 -
Images on line items of estimates.
When reviewing the line items on an estimate with a client, it has been helpful to use images to describe what each line is, especially with parts of roofs and siding. Can we get an option to include a thumbnail photo for each line item of an estimate? And it would be even better if it could have a 'mouse-over' feature to blow up a larger image to see it better, but I'm not sure if that's an option for the output file format?
1 vote -
Logo wants description functionality to be editable for Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
1 vote -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at…
1 vote -
Allow line items on the signing and upgrades page in NSE to show the line item description
Currently, when you add a line item on the signing and upgrades page, when you view the page as a PDF, it does not show the description of the product/line item like it does on the estimate details page.
2 votes -
Marking a estimate as signed
If a customer has verbally agreed to an estimate and we mark it as signed, don't want an email sent to the customer or the option to decline the email being sent asking for the deposit. Want to be able to mark it as signed so that we can convert the estimate to an invoice.
2 votes -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
1 vote -
Allow manually added payments to apply to specific split payments on an invoice.
Currently, if you add a manual payment to a job's financials, there is no way to apply that payment to a specific split payment on an invoice. The payment applies generally to the invoice and will delete or close out the first split payments until the invoice has been paid in full, but the payment does not show which split it applied to. Only shows the date the payment was applied. Being able to see exactly which payment applied to what split would look a lot cleaner and less confusing for the customer.
2 votes -
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
1 vote -
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 -
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 -
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.
1 vote -
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
1 vote -
Quick select for Estimates
On same menu bar as Home/ contacts/jobs etc, for estimates/quotes when a customer is requesting a price but there is no confirmation on a job yet and no need to create the file.
1 vote
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