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Financials

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  1. Progress invoicing

    We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.

    It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  2. Print Material Order from Edit page

    Be able to print the material order from the "Edit" page and not from viewing/downloading PDF. Reason being is so that the pricing pulls into the printed version.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    1 vote

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Tax City and Tax Rate Reporting Options

    Including Tax City and Tax Rate in the Filter options when creating reports.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Convert Budgets to PDF

    Currently a Budget cannot be converted to a PDF in order to print or share; a screenshot has to be taken, and then printed/shared. We use the budget feature as part of our commission payouts for our sales team, and file these budget docs once a job is completed and paid-out. Having a formal printable document would be nice.

    1 vote

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    0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  7. Budget Line items added in settings need to show in estimates.

    Budget Line items added in settings need to show in estimates. If you add a line item within the Budget settings it will not show in the budget if you are converting an estimate. It also deletes and goes away if you create one manually and then decide to use an existing estimate.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Save Feature

    I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  9. When an estimate is sent, why doesn't the status automatically update to sent?

    When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  10. Change Order Template

    A change order template similar to Work orders and Material Orders with all the same automations.

    Possibly ability to send for a signature? Maybe by attaching to a document?

    4 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. the ability to send a work order the the person assigned

    once the work order is created and assigned, I want a way to track its progress. Once the WO is sent, that said person can open up the project and change the STATUS to start. When finished with the service he can change the service STATUS to completed. This would be good work flow to track services.

    1 vote

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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. Overdue Invoices

    It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

    6 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  13. Bulk Edit on estimates, invoices, and work orders.

    I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time

    3 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sections that group line items together

    I think it would be immensely helpful for sections to group the line items together. Doing this would open up a whole list of possibilities, including:

    -moving whole sections together instead of one line item at a time
    -mass deletion of sections
    -adding line items to specific sections
    -creating work orders off of individual sections
    -creating "pre-made sections" to add to estimates

    Doing sections like this would solve a lot of issues my company has and covers some issues other posters have pointed out as well. Specifically, this would allow a more building-block way of making estimates so we could…

    17 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create Partial Invoices from Estimate

    Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

    5 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. Auto Update Pricing in Estimate Templates

    We use a lot of estimate Templates with products already typed in. Same with material orders.

    As it stands, if we update a price under "Products", it does NOT update the price on the template.

    It would be great if the templates refreshed and grabbed the updated pricing from the Product itself

    3 votes

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    1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Past Due on Invoice Terms

    It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

    6 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  18. Manually able to enter Invoice Number or Job number on Estimates/invoices

    I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.

    2 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  19. Show which document is related when converting

    Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

    3 votes

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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow Special Instructions section to be removed from Estimate templates

    Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty

    4 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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