Financials
301 results found
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Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
3 votes -
Template Field/Estimate Token for Estimate Approved Date or Date Signed
In the state of PA, we are required by law to include two copies of a "Right to Cancel" form with any estimate we create and send to a customer. We are trying to set up our estimates to include one, but we are running into a snag: There is no estimate token that allows us to include the date that the estimate was signed. Please create a token where when we build out a custom page document in NSE, that will include the date the estimate was signed, so that we can have it populate on that necessary, legal…
2 votes -
Increase New Sales Experience Estimate Product Description Space
Their biggest issue is estimates. They are very and detailed long line items which NSE doesn't really allow to have. Since of this, it seems they can't build estimates so instead, I provided a workaround for every trade, line items, descriptions and even cost to be added in description since it doesn't have a limit and only the headers will go to estimate details with their prices so they can have them signed with the right cost and value.
Have more space for ad-hoc line item description
2 votes -
Multiple Spots for Signature/Initials in NSE
It would be nice if we had the option to insert a signature/initial field in the Estimate for NSE. Right now, there is only the one signature page available, and this doesn't work for our business at this time. Currently, we are sending our Project Agreements through Adobe Sign, but would prefer to have everything in one place!
6 votes -
Integrate affirm and other buy now pay later into the Estimates
have full payment options appear in the estimate like affirm, afterpay, paypal financing or acorn instead of just sun financial
1 vote -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
4 votes -
Commission visible in Profit Summary
I want my sales team to be able to see what commission they can expect if they sell a specific job.
2 votes -
Customize the Estimate Detail Page
It would be great if we could customize the estimate detail pages with things like logos or designs. Even a basic PDF page that acts as the background for the line items would be good. That way when we customize the pages we could make them all uniform. This would go for other pages to like the Auth page.
4 votes -
Custom Measurement Token
I want to be able to create a measurement token that combines the input of other tokens. For example, I combine the sum of Total Rakes + Total Eaves into one token
1 vote -
If you set it to only go off of Margin, then the system should only calculate off of Margin.
Currently, the NSE estimate system adjusts the margin percentage automatically based on a couple of different things. 1. The price set of the product in Products & Services. 2. The markup percentage on that product, even though it's set to only go off of Margin. This will throw off the margin and even go below the set margin minimum, which can lead to loss of business if not noticed, and the estimate is sent off without notice. Having set up warnings of adjusting prices and how it will affect the margin calculations, or making it more obvious what the margin…
2 votes -
1 vote
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Estimate Name to be Job Name
When we create estimates using the New Sales Experience, we would like to be able to set the Estimate Name to automatically match the Job Name.
3 votes -
The ability to remove photos from NSE Estimate Inspection page directly
Work around is to remove the photo from the job, however removing the photo from the estimate page if needed instead of the job would be useful.
1 vote -
2 votes
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Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout
Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.
Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.
1 vote -
Turn off estimate emails
I would like the option to turn off the email requesting the down payment when marking an estimate as signed. We have some customers that come in and physically sign a copy of the estimate and when I go into the new estimates and mark it signed it automatically sends out an email and requests a down payment even though they have made the payment. This has become confusing for our customers as they think that we have lost their payments.
2 votes -
Copy Estimate Sections to Estimate Tabs
It would be ideal to have the option to Copy estimate section details & line items to a new tab instead of having to recreate a bunch of line items on each tab (good, better, best tabs).
4 votes -
No email required for signing estimates
This user does not email their customers and would like the option to omit the email address when marking an estimate as signed
3 votes -
manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
New Sales Experience Estimates with Financing Options in "Months"
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
7 votes
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