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How can we improve the financials?

← Financials

Subtotals for Sections on Estimates and Invoices

It would be helpful if there was a way to add subtotals throughout the estimate. For example, sometimes we have to do a subtotal for roof, a subtotal for gutters and then an overall total. Is there a way to do that already?

Thanks for the help!

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Tori shared this idea  ·   ·  Report…  ·  Admin →

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  • Keith Kaan commented  ·   ·  Report

    A YES vote. I'd like to show both Cost and Sales amount subtotals. Subtotal each section, then a grand total at the end... This should apply to Work Orders as well.

  • Kris Shannon commented  ·   ·  Report

    Just being able to see a total for each section would be hugely helpful. I wouldnt have to write multiple estimates and then when I land the sale have to combine everything into one estimate to create comprehensive work orders and materials orders.

  • Jeff Brown commented  ·   ·  Report

    I think it is rather backwards that there is subtotals at the top.Upon having subtotals you have to sacrifice the amounts. Also, it would be awesome if we could color the invoices to match company colors. Have more than just a logo.

Financials: Estimates & Invoices

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