Financials
506 results found
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Payment Requests Shouldn't be Controlled by Permission to Create, Edit or Delete an Invoice
If you want to set the permissions for sales people so that they can view an invoice but not be able to create, edit or delete and invoice, that setting should not then cause them to lose the ability to request or process a payment.
I want salespeople to be able to request a 30% deposit from an estimate. This in no way relates to an invoice.
I want them to be able to process a deposit or a final payment for a job while they are at the house. They should be able to do this.
If users want…
1 vote -
1 vote
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Make all tiles removable
There are two tiles at the top of profit tracker that cannot be removed from permanent view. Allow us to move all of them off the top.
1 vote -
Actual profit margin after commissions
Need a tile at the top for actual profit margin after commission - the current actual profit margin calculates the percentage only before commissions are taken out
1 vote -
Company info on NSE Estimates Cover Page
In the Legacy Estimates, there was a way to put company info onto the estimate at the top. We could make it reference the actual data in our account, so it wouldn't need to be updated on the layout if we updated it in the company info. However, with the NSE cover page, we cannot do that. It would be great if we could get some fields for that or, even better, a way to get it to reference account data and do it so we wouldn't even need to update the layout directly later if the info changed in…
1 vote -
Add the "Clean Up" button to Estimates
The "Clean Up" button on material orders that quickly removes all 0 quantity items would be incredibly beneficial on Estimates, especially when using templates for each section on an estimate it's faster to enter the quantity on the items we need and use "Clean Up" rather than individually remove the items we won't need
3 votes -
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
1 vote -
1 vote
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2 votes
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Add ability to change font size on Footer in Simple Estimate
The font size in the Footer notes in the Simple Estimate is way too large. It is much larger than the item descriptions. Footer font size is typically smaller than the rest of a document. Add the ability to change the font size. This enables me to put T&C in the footer for Simple Estimates. Otherwise, there are no T&C.
2 votes -
Simple Mode
Must be able to "Add a Page" to Simple Mode need to ad the Terms and Conditions" to the template
1 vote -
Single Page for Each Line Item in Invoices
I would like to make each line item start on a separate page on invoices.
1 vote -
Autofill Estimate Name with Job Name
The Job Name is auto-filled into the Estimate Name (of course, with the ability to change it) or the ability to insert tokens into the Estimate Name field, with tokens that include the Job Name.
1 vote -
Ability to add multiple estimates to create a Work Order.
This can cause confusion if there are multiple approved estimates, as we have to provide separate Work Orders for one project, or take the time to manually enter anything from a secondary or tertiary etc.
2 votes -
NSE - Add a Commission Percentage to the Estimate
Would like the ability to have a section on the NSE Estimate to have a commission percentage.
1 vote -
ROOFSNAP: Be able to seamlessly integrate Roofsnap measurement fields into the JN measurements
right now Roofsnap can only be added to measurements by uploading the sketch CSV file to JN. But not all the fields are pulled. Only the very basic ones. We still have to complete some fields manually. It would be a good idea to integrate Roofsnap just like you did with Eagleview
1 vote -
Keep Legacy Estimate OR Make A Simple Estimate
We use the same wording and info on ALL estimates. Simple. Easy. We just want to select estimate, add dollar amount, and be done. Thank you.
2 votes -
Fill NSE Estimate Cover with Single Names
Currently, NSE Estimates require that the contact has a First and Last name to use those names on the estimate cover page. Otherwise, it fills in the Job Name. However, some users work with entities and not people, so the ability to use a singular entity name would be great. That way, we can avoid an arbitrary name split to satisfy the First/Last requirement.
1 vote -
Estimating
I have used so many different estimating systems over the years, but this is the first one that has made me decide to go back to excel for writing estimates
1 vote -
1 vote
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