Would this be for providing emphasis on certain products/services, or certain aspects of products/services? Do you have examples that you could share with us, or specific cases where this would be useful?
Fields are currently too small and quantity and pricing cannot be clearly seen at all times.7 votes
Build a purchase order system that links to quickbooks and builds off of the way quickbooks does it. Be able to convert to budgets.3 votes
Could you provide specific key differences between our existing Material Order system and the Purchase Order system you’re looking for? What would you like to see us add in order to make it work better for you?
Please let us know, thanks!
It would be nice to be able to send a checklist of the materials to acquire for a job to a employee so they can go to a supplier and pick up the items needed and not miss anything. To be able to have a supplier field, SKU #, and possible an image and/or supplier url link to that product.8 votes
It seems like you should be able to do this using the same Material Order form. Is there something that can’t be done specifically with our Material Orders feature?
I wish there was a way to notate when a customer's scheduled bank ACH payment is returned NSF. We have a lot of financed customers paying monthly via automatic echeck method and we keep track of failed payments because the customer incurs fees. Right now we are adding them to the add payment anyways and they automatically revert to .01 that the customer has paid. This feature would be GREAT for us :)5 votes
Be able to have a line item availability on estimates (and invoice) at the bottom for discount percentages and dollar amounts. We give specific discounts and would like to be able to show these amounts in writing and have it calculate in the estimate and invoice based on the total of the job.29 votes
If it would be possible to schedule a job directly from the work order, this would eliminate the double entry work of creating a work order and then scheduling the actual job/task.10 votes
I’d like to know a bit more about what you’re looking for here. Is it that you want to be able to schedule on a work order (already possible) but have it pass over to the parent job (currently not possible)?
Let me know if that sounds about right or if I’ve got it wrong, and we’ll see what we can do to help out.
It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?36 votes
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