A way to send an invoice and inform customers that only a portion of the invoice is due now.

Make it a sticky feature, that whatever estimate number is generated it claims the ability to use the same Invoice/Work Order/ Material Order Number automatically

I would like to be able to select individual line items on an estimate then create a Material Order from the selection. Currently you have to either create them all by hand or covert Estimate to a Material Order, then edit all the items not destined for a particular vendor. It's a real pain when you have multiple vendors to order from for a big estimate.

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

Add a paid/unpaid option to work orders. Or, an accounts payable invoice.

Would like to see the total sum of each financial type inside the financials tab

I don't want to manually add my commission every time I complete a job. I want to add my cost and price to my invoice, and auto-calculate the commission to the rep on the job.

There should be a spot where we can add a discount with both percentage and dollar amount.

Ridiculous that there is no autosave feature. Multiple hours into an estimate and everything was lost because a tab was accidentally pushed ( just next to a slide bar mind you ). This has happened multiple times...add in a burp in your wifi connection and once again all work is lost.

It would be nice to have a "memo" field in the "add payments" tab that way I don't have to add payment and then go to QuickBooks to add the memo.

It would be great if we could while entering an item have an option to put it under a section rather than having to drag it to that section. If you forget to add something to a section and then later remember it gets frustrating if you have a lot of items and sections.

User would like to set a default template so that he can quickly create financial documents with a pre-determined default to save time.

I have requested this before, but couldn't find it to see status. Any way So I add a section and need to add description. The way it is set up now it is hard to see if I have my wording correct, spelling correct description complete etc. So what I do is open notepad type my description then copy and paste into the estimate. i've attached a screenshot of sections in the previous software I used. It would be great if we could do something similar

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.

I would like to have taxes show on material orders

The ability to insert a page break into a template. We have several templates that require a break. My boss is extremely frustrated.

I would like to be able to duplicate work order so that I can tweak the duplicate and send it to another trade without editing the main work order that our estimator created.

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.