Financials
523 results found
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Estimate reply to not go to external email
When an estimate is sent, and a customer replies to that email, it goes to the user's external email instead of JN. Would like settings to control this
1 vote -
1 vote
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Show Materials Listed w/ Quantities for Better/Best options
Right now when someone chooses the better or best option, we can only see materials listed with no quantities. It does not show us the amount of materials listed on the ordering section once the contract has been signed as they selected one of the options that includes everything from the previous selection (good, better, best).
1 vote -
1 vote
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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 -
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 -
Keep Smart Estimates for Internal Use
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 -
Edit Design Layout per Estimate created
I built out all of my templates in NSE with the design layout that I choose, and noticed after that my company name does not fully show up on the cover letter. I did a lot of work to have to go back in and change the template design only to have it change over the entire platform, changing the formatting to where I have to go back in and edit all of the templates again.
1 vote -
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 -
Multi-Building Estimates in a Single Estimate
I’d like the ability to create a single estimate that includes multiple buildings (like a house and a garage) with separate sections the customer can view and optionally include in their bid. Currently, we use the "Good / Better / Best" format for upgrades, so it can’t be reused for building separation. Expanding the number of quote option pages or allowing a 4th or 5th option with the good/better/best would streamline our workflow and make the estimate clearer for the customer, without requiring separate estimates for both the separated garage and residential roof on the same job.
1 vote -
Ability to create a supplement associated with an existing insurance job/estimate.
Clearly delineate supplemental costs from the original estimate in job records.
Notes for justification (e.g., photos, insurance adjuster notes)
Tracking of approval status (e.g., pending, approved, denied)
Integration or export to insurance documents or PDF summaries
1 vote -
Estimate completely optional, only signing and upgrades
Want to send a special quote
1 vote -
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 -
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 -
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 -
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 -
Hiding section Totals on NSE Estimates
Would like the ability to hide not just sections but instead, hide the section totals within an NSE estimate.
1 vote -
Profit Tracker related estimates
Would like a related checkbox button to view or not view estimates that can be imported from related jobs on profit tracker
1 vote
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