Financials
346 results found
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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 -
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.
3 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 -
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.
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
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 -
Approved estimates to invoices
Once an estimate is approved and we convert it to an invoice don't show the sections that were hidden in the estimate. Whatever was showing in the estimate should show up the same on the invoice.
1 vote -
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.
1 vote -
Easier to Include Company as Default Signer on NSE Estimates
In legacy estimates, we could easily add a company representative to sign the contracts. My attorney tells me our contracts are not valid unless both parties sign. Please make it easy to add the sales rep or company owner, etc, to the list of signers, with the ability to sign from within JN. Even better would be if the company representative can automatically have their signatures added to the contracts.
4 votes -
Estimate Numbers to Show on Estimate
We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which1 vote -
New sales experience - Ability to convert estimates to work orders and material orders
Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.
2 votes -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
3 votes -
2 votes
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Emailing Estimate to the customer
Have the email template that is set up show up in the email box when sending the estimate to the customer so that we can see that there is a message there and it doesn't look like a blank message being sent to the customer.
3 votes
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