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Financials

How can we improve the financials?

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  1. Ability to price estimates with a blanket profit margin

    example cost of 1 square of roofing installed is $177 the the profit margin is 49.5% = sales price calculated at $350 a square

    7 votes
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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Pictures Uploaded to Estimates Include Description / Caption

    Pictures uploaded to estimates either show the type / caption that was already on the photo, or have a place where we can enter that caption. Separate from line item descriptions.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to toggle UoM on or off when building an estimate

    I would like the ability to either toggle the unit of measure on or off on each estimate. Right now I have the ability to turn it on and off in the settings but that changes all the estimates. Can we have that option/ability when building each new estimate?

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  5. More Comprehensive Estimates

    Currently Using SumoQuote and the customer feedback is amazing. Please have the ability to combine all documents to show true value to customer. I have attached a simple example. I would be willing to pay an addtional total of $50/month for this feature. I already pay over $100/month with SumoQuote

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

    Ability to combine several templates on to one estimate.

    1 vote
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    Viewed  ·  0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  7. Further Cost Breakdown on estimates

    Would be nice to see the total cost before mark up on the estimates allowing for more accurate budgeting on the actual costs. Right now the estimate breaks things into the categories but it does not break them down as actual cost before mark up. This would help when working with bids on subcontractors to see who falls in line and where materials ran over with a quick glance.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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…

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. Combining invoices to make a final invoice

    It would be nice to combine invoices (or other record types) to make a final invoice or some other type of record

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to Create an Estimate while Offline

    Ability to Create an Estimate while Offline

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Collaborative editing on Estimates

    Ability to have a back and forth conversation about specific line items etc. Think Comments in Google Docs.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Third Notes section on Financials

    Need a third notes section for Crew Notes. I use the other two notes fields for other data.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  15. Auto Expanding Notes areas on Financials

    We use a lot of notes and have to manually expand the notes sections to see all of the data. It should just auto expand to the size of the note so it can quickly be read without having to resize first and potentially miss some of it.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Sub-Sections under Sections on Financials

    Ability to have sub-sections under sections on Estimates, Invoices, Material Orders, and Work Orders.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Visible split payments for customers to see

    Visible split payments for customers to see.
    When I have a payment plan for an invoice, I would like to be able to send the invoice once and for the customer to see the breakdown (Not in the special notes).
    For example - if today is 2/28
    1st payment - $1500 due 3/1
    2nd payment - $4500 due 3/10
    Final payment - $2000 due 3/15

    The split payment terms doesn't work that way.

    2 votes
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. ability to "protect" certain invoice statuses

    It would be awesome if there was a feature that allowed Admins to put an invoice into a protected status so that up until that point, other team members could edit it, but after it goes into the status, other people with "limited" permissions profiles couldn't edit or delete the invoice. For example, let's say anyone can edit or create an invoice in Status 1, Status 2, and Status 3. Then, only an Admin user can put the invoice status to #4, and once it's in Status 4, limited access profiles can no longer edit the invoice.
    Another take on…

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. The ability to add payments to an invoice via the mobile app.

    Currently there is no way to add a payment to an invoice via the mobile app. This is extremely inconvenient that I have to add a payment at the office instead of on site.

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Estimate drop downs in alphabetical order

    In products & services the items are in order but in the drop down menu when creating an estimate they are our of order.
    Example:
    Steep 07/12
    Steep 08/12
    Steep 09/12
    Steep 10/12

    vs
    Steep 10/12
    Steep 08/12
    Steep 07/12
    Steep 09/12

    1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
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