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Financials

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  1. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    24 votes

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    Viewed  ·  2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Ability to duplicate estimates and save under a different job

    It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.

    12 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  3. COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    COMBINE MULTIPLE ESTIMATES IN ONE INVOICE

    8 votes

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

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  4. Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date

    We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.

    6 votes

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  5. Hide the "Item" Column on Estimate Templates

    I'd like the ability to not have the item name visible on an estimate sent to the customer.

    2 votes

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  6. 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…

    7 votes

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  7. the ability to modify column size on estimate and invoice templates

    Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.

    4 votes

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  8. Deposits/Installments Based on Percentage

    When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.

    It would be nice to have an option to use a percentage of the total for the deposit/installment.

    2 votes

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  9. Ability to combine several templates on to one estimate.

    Ability to combine several templates on to one estimate.

    5 votes

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  10. Easier way to add line items between other line items

    Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again…

    11 votes

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    2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    Sorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!

  11. Deposit Required Line for Estimates

    Is there a way to add a Deposit Value on quotes.

    So the sums total would look like this.

    Quote Price $10,000.00
    TAX $500.00
    Sub Total $10,500.00
    Deposit Required $5,000.00
    Balance Due on Completion $5,500.00

    17 votes

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

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    There isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.

    We’ll keep you posted!

  12. Totals for Labor & Material Cost shown when editing

    The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.

    8 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Automatic Recurring Invoicing

    The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.

    5 votes

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  14. Line Item Discount Percent on a estimate/invoice

    I need to be able to add a discount to products when creating an estimate. It would be very simple to add a percentage discount to an item that would show the customer the exact amount they are saving.

    Original Price = $100 // 10% Savings = $10 OFF // SALE Price = $90

    17 votes

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  15. Warning When Attempting to Edit, Attach to Contacts/Jobs that are Archived

    Have a pop up on Paid and Closed clients when someone attempts to add an attachment?
    We are running into an issue with invoices added to the job after it is closed - which we can adjust - but the person needs to be informed it is Paid and Closed so they can contact the office.

    The pop-up could say, "Paid and Closed Client. Do you wish to proceed?"

    20 votes

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  16. Percentage finance charge

    We would like to be able to assess a finance charge on a past due invoice at a certain percentage rate that could change... At this time, it has to be manually calculated.

    11 votes

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  17. Move Invoice and Estimate to different Contact

    When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.

    22 votes

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  18. Auto Save For Estimates, Documents, Templates, etc.

    Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(

    50 votes

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    9 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

  19. Deposit and/or Progress Payments + Receipts

    Under Financials & Estimates, the ability to create "Payment Acknowledgements / Receipts" for deposits &/or progress payments without changing the status of the estimate to "Invoiced".

    Another great feature would be one with the ability to send a deposit or progress payment request that ties into the estimate and shows any prior payments.

    27 votes

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  20. Page Numbers on Estimate

    When creating an estimate and it is longer than one page it would be great to have the pages numbered.

    23 votes

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