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Financials

How can we improve the financials?

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  1. Carry price updates over to templates

    When product pricing is changed in the master product list the pricing doesn't change in the templates. You have to recreate each template, which seems like it kinda defeats the purpose of having the templates.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Financial items automatically added to an existing budget

    Whenever anything is created inside Financials, it automatically is included on the budget. Ex.: I create a material order and it's total and number automatically is added as a line in a budget, or have an option to do include it without having to manually enter all of the information.

    1 vote
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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  3. Budget CSV Export

    Budgets are a great tool, but would be much better with the simple ability to export it like a report.

    2 votes
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    1 comment  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. A commission sheet that i can print off for salesman

    I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.

    47 votes
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    7 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Video upload to explain work orders to subs

    Allow us to save videos. this will help when creating a WO we can show our subs exactly what we want.

    1 vote
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    Viewed  ·  0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. a way to easily insert new line items

    I have a long template estimate and if i want to add a line item i have to go all the way to the bottom add the item, and drag it back to the top so its in order.

    If there was a way to insert a line item directly under another one instead of going to the bottom of the page, that would speed up the estimate writing process.

    2 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Copy work orders or tasks

    It would be extremely helpful to our business, if when you create a work order (or tasks), you can click on the ellipsis next to the work order (or task) and have an option to "copy" the work order. It would be such a huge time saver to create a copy and just go in and edit the items that you need to. Some jobs have multiple work orders assigned to the same people and only need slight modifications, compared to other similar work orders.

    1 vote
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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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 →
  19. use different templates in additional section

    I like to write multi phase Estimates showing pricing for each aspect of a project. Like Roof, Siding, Soffit, Gutters. This allows the customer to see total job and phase pricing and decide the best route for them. I don't see a way currently to blend multiple templates.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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