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Financials

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  1. Have taxes show on material orders

    I would like to have taxes show on material orders

    12 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    22 votes

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    Viewed  ·  2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to duplicate estimates and save under a different job

    It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.

    10 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create Material Order from portions of Estimate

    I would like to be able to select individual line items on an estimate then create a Material Order from the selection. Currently you have to either create them all by hand or covert Estimate to a Material Order, then edit all the items not destined for a particular vendor. It's a real pain when you have multiple vendors to order from for a big estimate.

    6 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  5. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    12 votes

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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. 15 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    4 votes

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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    5 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Master Markup function to adjust pricing for all items at once.

    Today if we want to adjust our Profit Margin we have to click into every single item and adjust thousands of Markup percentages. It would be great to be able to adjust the entire catalog uniformly with one master entry.

    6 votes

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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  10. Multiple Budget Templates

    Would like to have multiple budget templates available. This should be an easy thing to code and will allow us to have different people on different compensation models.

    7 votes

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    Viewed  ·  1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make Estimates have exact same Invoice/ Work Order/ Material Order Number

    Make it a sticky feature, that whatever estimate number is generated it claims the ability to use the same Invoice/Work Order/ Material Order Number automatically

    2 votes

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Hide the "Item" Column on Estimate Templates

    I'd like the ability to not have the item name visible on an estimate sent to the customer.

    2 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Page Breaks for template

    The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

    16 votes

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    6 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Which templates are you wanting to add a page break to?

    On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.

    Thanks,
    Aaron

  14. Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date

    We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

    4 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Deposits/Installments Based on Percentage

    When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.

    It would be nice to have an option to use a percentage of the total for the deposit/installment.

    2 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    3 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Custom Estimate Fields

    You have custom work order fields and custom invoice fields but not custom estimate fields. It would be great to have them available on the estimate and then be able to have the option to carry that info to the work order and then to the invoice. There are things that you need to capture on an estimate and be able make them mandatory. It isn't practical to use the custom contact or custom job fields to enter the info because the info may not be known at the time of entering the contact and job info. In the gutter…

    5 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to combine several templates on to one estimate.

    Ability to combine several templates on to one estimate.

    3 votes

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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. ability to attach pdf to work order

    Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.

    17 votes

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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. A commission sheet that i can print off for salesman

    I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

    54 votes

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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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