I would like to have more customization abilities with material order templates like using a Purchase Order instead of the Material order number and setting up a Delivery date instead of using the date the material order was created

the ability to record negative payments for when something during a job goes wrong (for example) and a portion of the amount paid by the customer is refunded to them. A credit memo does not work, as it does not update the amount originally paid by the customer, per the total on the "payments" tab.

I'd love it when an Estimate is attached as a document that it pull up in the Financials tab. Same with Material Order.

Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.

The ability to attach an estimate to an invoice, just like you can to a document.

Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.

What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.

I need to be able to change the date of a commission marked paid. If one is missed, then marked paid when it is found, it messes up the financials of that month/quarter, etc. There should be a dated to choose of marking paid.

Sometimes the "PAID" stamp on an invoice is not applicable, like when there are progress payments or if an invoice is cancelled. It would be nice to be able to toggle the stamp on or off on an invoice, or even have the ability to change it to another stamp. "DRAFT", "CURRENT", "CANCELLED", etc.

Be able to mass covert work orders to invoices.

Logo would like to run a work order report that tells them they received money on jobs that are completed.

Auto populate certain information when a certain amount or product is selected as a line item. For example: You could plug in 30 squares of roof shingles and it would create the material order and it would say 90 bundles needed and 3 boxes of nails.

Logo would like to create a work order without it populating under documents.

I would like to be able to view the total cost of multiple material orders made for a contact/job AND have that automatically applied to the budget.

Melissa would like the ability to add a signature to workorders and documents just like the estimate feature that just rolled out

Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns

I would like to add a internal description box to the budget field for work orders. This field would be used as a way to distinguish which budget is being viewed without having to click the hyperlink to see it. Essentially like a summary/overview of the budget/ area to enter in notes about the budget internally, so that the PMs and Finance people can make communication easier between these two typically siloed departments.