Financials
398 results found
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View Cost for Items in Column on NSE like you can in Legacy Estimates
On Legacy we can easily see the item cost on each line as we build the estimate, it's critical that this view is implemented to the New Sales Experience Estimates before Legacy Estimates are retired.
2 votes -
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 -
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 -
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 -
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 -
If you set it to only go off of Margin, then the system should only calculate off of Margin.
Currently, the NSE estimate system adjusts the margin percentage automatically based on a couple of different things. 1. The price set of the product in Products & Services. 2. The markup percentage on that product, even though it's set to only go off of Margin. This will throw off the margin and even go below the set margin minimum, which can lead to loss of business if not noticed, and the estimate is sent off without notice. Having set up warnings of adjusting prices and how it will affect the margin calculations, or making it more obvious what the margin…
2 votes -
Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
2 votes -
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…
2 votes -
2 votes
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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
2 votes -
2 votes
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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.
2 votes -
2 votes
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Multiple Shingle Color Options in Estimates
Having the option to integrate as many colors as are available in one list that the customer can choose from for their shingles.
2 votes -
NSE Token Options to Include all Template Fields
Some specific fields that would be great to add would be Date, Phone number, and Email for the respective parties. But all of template fields (that can fill into an estimate) should be options.
2 votes
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