Profit tracker
Have the profit/job cost tracker pull the revenue from the invoices not from the estimates. Sometimes we quote a job for xx amount, and then mid job there's extras that come up. We don't build another estimate for the extras we just invoice it.
Pulling from the estimates only causes false data in the tracker
Jebran Enriquez
shared this idea
-
Edwin H
commented
I think this would be most helpful if it was a part of the Profit Tracker. You could enter the the amount of the receipt and also attach it to the same line. See photo for reference.
-
Matthew Rhoden commented
I agree! I have to check the contract, the invoices and payments at the very least. This would save me time.
-
Luis Buitron
commented
I just talked to the JN rep today about that. They want us to create additional estimates even if we dont send them to the customer just so the numbers match. This is kind of dumb. Why don't they just allow us to pull the final numbers from the invoices. That's what really counts and all we need. Not projected / planned numbers from estimates. We need the final numbers (invoices)
