Financials
399 results found
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Creating Material Order - SLOW
Goodness, when you create a material order and it's integrated to a supplier, it goes slow as molasses, like you're running an old computer. If you have to create a material order from scratch or start with a material order template, it makes the process take a LOT longer than it should. Very slow...need speed.
1 voteThis is being worked on currently and we hope to have the solution out soon
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Linked Job Name Not Updating in Budget
When the job name is changed, the linked job name in the budget does not update automatically and continues to reference the old job name. Additionally, the system does not allow manual correction of the linked job name. To ensure accurate reporting and reduce confusion, the system should either automatically update the linked job name in the budget or provide users with the ability to manually update it as needed.
1 vote -
Increase Company Name Character limit on Estimates (New Sales Experience)
On the estimates in NSE if we put the name "Custom Sound Builders" then the estimate PDF only shows "Builders" as the name. We want to be able to enter the full company name and have that show on the estimate.
2 votes -
SQ to NSE "We can help you with" field is missing
User would like to be able to use the setting from SumoQuote on the New Estimate Experience under Configure> Branding> Account Details> "We can help you with" field to add additional context to the Title page of the Estimates
1 vote -
Add Multiple "Estimate Detail" Pages on Estimates
If we were able to add multiple "Estimate Detail" pages to the same contract, this would cover contractors that sell multiple job phases and not limited us to 3 options. Then using the existing ability to use the slider, to turn off certain estimate detail pages that would not apply.
11 votes -
Smart Estimate
Option for some folks like our selfs to continue using smart estimates to create internal documents that we would be able to edit and leaving the NSE as separate option for presentation to the customers when creating proposals.
Example -
Smart Estimate - We use the smart estimates to pricing on a project - we then use this internal document (estimate) to create work orders, material orders and make any internal adjustments as needed (pre/post project) without reflecting on the proposal.
NSE - Use the NSE as a form of presentation (Proposal) where you have a pre built template with…
1 vote -
Option to Hide Package Pricing Until Final Estimate Summary
Ryan at Gray Duck Roofing is requesting the ability to hide individual package pricing (Silver, Gold, Platinum) on the estimate pages and instead display all pricing on a final summary page. This change would allow their team to first walk clients through company values and the benefits of each package without the distraction of upfront pricing, helping to better communicate value before discussing cost.
2 votes -
Rotate Photos with one click
Be able to rotate photos when annotating them in the inspection page...right now the rotate function makes you click dozens of times just to get a 90 degree rotation.
1 vote -
Add Photos to New Material Order Tool
On legacy material orders, we could add photos to the order for our supplier. This was especially helpful when we needed to order something unique, like a skylight.
2 votes -
Increase the image preview window in NSE Estimates
When selecting images to insert, the pop up window and the images are small and hard to view. Could we increase the size or add the option to be able to increase the preview size?
2 votes -
Templates for "Cost" in Profit Tracker
It would be helpful to be able to make templates for the Cost tab if we are entering information manually. Being able to create a template would save us a lot of time.
2 votes -
Hide Line Item Totals in New Material Orders
Would like the option to hide the line item totals in the material order so that when I send it to my supplier. The legacy version use to have an area that you could toggle off the quantity and numbers, that way someone would not see that section, but I could still see it on the document in the documents section of the job. Would love for that feature to be extended NSE Material Orders.
1 vote -
Ability for Multiple Margin Sliders for Each Estimate Section
Currently, the margin slider for NSE estimates only affects all the sections of the estimate. In the future, it would be nice to have the option to only apply the slider to specific sections or have multiple sliders per section.
3 votes -
Template Field/Estimate Token for Estimate Approved Date or Date Signed
In the state of PA, we are required by law to include two copies of a "Right to Cancel" form with any estimate we create and send to a customer. We are trying to set up our estimates to include one, but we are running into a snag: There is no estimate token that allows us to include the date that the estimate was signed. Please create a token where when we build out a custom page document in NSE, that will include the date the estimate was signed, so that we can have it populate on that necessary, legal…
1 vote -
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 -
Increase New Sales Experience Estimate Product Description Space
Their biggest issue is estimates. They are very and detailed long line items which NSE doesn't really allow to have. Since of this, it seems they can't build estimates so instead, I provided a workaround for every trade, line items, descriptions and even cost to be added in description since it doesn't have a limit and only the headers will go to estimate details with their prices so they can have them signed with the right cost and value.
Have more space for ad-hoc line item description
2 votes -
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 -
Internal View for New Sales Experience Estimates
Every Time a contract is signed, I am not allowed to open the contract or "edit" it. The problem is that after the signed contract is approved, my team cannot open the Quote Details page with the Hidden Sections which contain important details. We have to duplicate the estimate in order to see what was included. Very Annoying.
3 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 -
View estimate figures after sending
I would like to be able to click on an estimate to see the figures after I sent. I don't need to edit it, just view what figures I put down. Right now I end up duplicating and deleting. Am I missing something?
6 votes
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