Financials
45 results found
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Email, Print, or PDF for Budget
Currently there is no option to email, print or pdf a job budget which is very beneficial in forwarding to your salesforce. The work around is a printscreen which unfortunately captures everything on the screen and is not very professional. We have a Snag It program that we can use to capture just the budget flow to make things better but it would really save time if the program has this option automatically.
71 votes -
Budget Naming
Would be helpful to be able to manually assign a name to the budget. Currently it automatically assigns a budget number. We would like to break out our trades and create a separate budget for each (ie paint, gutters, siding). We are able to do this by creating new budgets for each, but under the financials tab the budgets are listed by the assigned number, therefore we have to go into each one to see which trade that budget is for.
45 votes -
Inventory Management
would be great if we could keep track of our inventory
66 votes -
Add Cost, Price, Totals to Work and Material Order Tools
Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.
20 votes -
More Customizable Form in Financial Tab
It would be nice if there was a more customizable form in the finances
section for each job. I would like to be able to make a "Cap Sheet" for each job for the salesmen's commissions. I can almost do this with the Budget form but want to be able to subtract out any advances or draws on the same form. For example:Bills
ABC Supply: $3000
Labor- roof : $2000
Home Depot: $50
Total $5050Job Total: $12000
Job Cost 1200
Job Expense(bills) 5050
Profit 5750
Commision 2875
4% draw ($480)
Draw/Advances ($500)
Commision Due 189526 votes
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