Financials
298 results found
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Work Order Attachment
The ability to attach photos to a work order before it goes out to the installer.
4 votes -
Ability or button that would auto update product and services when pulled from saved estimates.
Ability or button that would auto update product and services when pulled from saved estimates.
3 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
4 votes -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Be able to toggle off profit, margin and total on mobile app
Be able to remove the profit, margin and total area on an estimate on mobile app.
2 votes -
Send Invoices with additional attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
8 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
4 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
11 votes -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
6 votes
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Disable payments per invoice
I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account
3 votes -
Be able to record commission overrides
Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.
7 votes -
Automation to convert financials once certain status is reached
The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,
4 votes -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
Late fee after no payment by a certain date
Please have a way to add a late fee after payment isnt made by certain date
7 votes -
Color selection for line items on Material Orders
Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.
2 votes -
2 votes
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