Financials
414 results found
-
Merging Estimates
Make it so you can merge estimates
7 votes -
Automatically change Work Order Status when Emailed
Automatically change the status of a Work Order statues to "In progress" when emailed.
7 votes -
💡Boards Feedback/Ideas💡
Please upvote if you agree!
💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).
💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.
💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.
💠…
6 votes -
Make Crew Pay and Job Costing Easier?
Almost all of the financial features (invoice, credit memos, etc.) have ability to save templates with pricing. However, work orders do not include a price component. We want to be able to save a template for each of crews at their different rates. This would allow us to create a work order, load a template for that specific crew at their specific rates when we send the work order. This would cut down on confusion over crew pay and would result in faster crew pay.
Example: Go to "Work Orders" > fill in all the normal labor lines for a…
6 votes -
Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate
Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate
6 votes -
6 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.
6 votes -
Separate Products from Service, add variations with same unit of measure
Be able to separate products from services to be able to select services from products. Also, have the ability to create a variation under existing product to specify different measurements for the same unit of measure. We have posts that are different lengths in feet.
6 votes -
Over-payment on financials tab
Under the financials tab, show any overpayments on accounts. We often have contacts paying through the QuickBooks link by ACH from their insurance and, for example, if the bill is $20,000 and the insurance pays $21,000, then there is a $1,000 overpayment. We need to be able to see anyone who has overpaid so we can get them that money back.
6 votes -
Automated Estimate/proposals
It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.
6 votes -
Manually Set Profit or Margin
Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.
6 votes -
Create Partial Invoices from Estimate
Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.
6 votes -
Allow Special Instructions section to be removed from Estimate templates
Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty
6 votes -
Combining existing estimates, invoices, material orders, financial records
I would like to be able to have the ability to combine something like two estimates together, or two invoices together. Basically be able to merge financial records for each type
6 votes -
the ability to modify column size on estimate and invoice templates
Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.
6 votes -
Deleting images inside template Library
How do we delete images on email template library?
6 votes -
More Control Over Estimate Status Sync to QuickBooks
We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?
Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.
6 votes -
Budget Categories
Within a singular budget, there should be more categorical breakdowns in addition to Labor.
For example -- material category, labor category, overhead category. That way I can run an accurate report on Commissions paid/ unpaid, labor paid/unpaid, material purchased.5 votes -
Printable signature lines for estimates or contracts
It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.
5 votes -
Clean up estimate section titles & description layout
Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?
Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!
The current alignments shown below are very sloppy. Thank you!
5 votes
- Don't see your idea?