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Financials

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167 results found

  1. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    3 votes

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  2. Ability or button that would auto update product and services when pulled from saved estimates.

    Ability or button that would auto update product and services when pulled from saved estimates.

    1 vote

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  3. Add United Inches to Smart Estimates

    The ability to add United Inches to smart estimates. Stated door and window companies cannot use smart estimates due to the lack of measurements available!

    1 vote

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  4. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    2 votes

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  5. Customize estimate design templates

    Request to change the default color of blue on estimates to a different color, or to be able to customize the design.

    2 votes

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  6. Turn two estimates into one invoice

    It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

    4 votes

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  7. Ability to reverse/undo a voided invoice

    Ability to reverse/undo a voided invoice so that it doesn't clear the quantity plus the amount fields.

    1 vote

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  8. Remove automatic highlight when clicking into estimate descriptions

    When editing an estimate, if a line item description is clicked into it highlights the whole description body. It would be great to get rid of this functionality... There have been a few times where estimate descriptions have accidentally been deleted. Yes, I understand that 'ctrl-z' is a thing.

    1 vote

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  9. Ability to add custom fields to invoices

    It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.

    2 votes

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  10. Send Invoices with additional attachments

    Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.

    2 votes

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  11. custom statuses for invoices

    Ability to set custom statuses for invoices

    2 votes

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  12. Section total at the bottom of the section

    Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.

    8 votes

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  13. Change location for products in Smart Estimate templates

    Change location for products when editing a smart estimate template without having to delete all products

    1 vote

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  14. Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost

    There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.

    3 votes

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  15. Ability to set up a default in the "Additional Markup" field for all estimates.

    Ability to set up a default in the "Additional Markup" field for all estimates.

    1 vote

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  16. Custom Title for contacts viewing documents/financials

    Custom Title for contacts viewing documents or financials sent to them.

    1 vote

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  17. Section Totals showing internally

    We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.

    3 votes

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  18. Ability to create Smart Estimates through Forms

    It would be useful to have the ability to create a Smart Estimate based on a filled out form to help field reps quickly write out the estimate based on the check list they perform.

    1 vote

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  19. Be able to have a color in section titles in estimates

    It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.

    3 votes

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  20. Ability to hide line item price and still show section totals.

    On estimates, it would be great to have the ability to hide the price of line items and still show section totals without revealing the price of the item. Currently you can remove the Show Amount Column in template settings but then it won't show section totals even when the check box for show section totals is turned on in the template.

    9 votes

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