Financials
10 results found
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Options List in Template Questions
Options was taken out of the template questions area just a few days ago because it did not work. It shoudl be a easy fix to get it back in as it is an option on the Contacts Fields and Job Fields. In order to create good templates for field use, this option is highly needed! Also, the Boolean (Yes/No) option only displays "Yes" if checked, it does not display "No" if left unchecked on template questions.
Please get both of these items fixed. I should not be forced to use 3rd party integrations when I can create custom forms…
7 votesNot enough community interest.
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Custom Fields For Financials Templates
Let us put custom fields on estimates, material orders, and invoices.( that way we can put in colors, delivery dates, and other options.
7 votesNot enough community interest.
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Deleting images inside template Library
How do we delete images on email template library?
6 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add Margin Adjustment to Templates
It would be beneficial to have the ability to adjust the page margins on templates.
5 votesMerged with other ideas, fixed, or declined.
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Spreadsheet Templates
We have a quote form in excel which will automatically calculate sub total, VAT and grand total. Want to add fields from database i.e. contact name, job and address etc but can't see a way of doing this?
4 votesNot enough community interest.
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Limit access to edit/update saves Templates
When you have a saved template to use over and over again, I wish we could limit anyone under manager level from being able to edit/update those templates. This would prevent it from happening unless really needed.
2 votesMerged with other ideas, fixed, or declined.
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Import Estimate Templates
I would like to import macros in the form of MCX files for estimate templates.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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1 vote
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Create Option for Checkboxes when Estimate is converted to Work Order
Create the option on an estimate template to have editable checkboxes appear ((both on desktop and mobile (ex: mask required, using existing hardware, etc.)) when an estimate is saved and converted over to a work order.
1 voteMerged with other ideas, fixed, or declined.
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Option for 'Related Contacts' to Work Order and Material Order templates
We would like our installers to have the homeowner contact information. They are often not the primary contact. If we could choose from the related contacts like we do in a document that would be great.
1 voteNot enough community interest.
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