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Financials

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  1. Add an option to show line totals on work orders

    Add an option to show line totals on work orders

    3 votes

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    1 comment  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multiple Material Order Templates in One Material Order - Sections

    We are a fence contractor. We sell multiple types of fence. We have material order templates saved for easy ordering of types. Sometimes, customers have multiple style fences on their property. Adding a Template, to a tep[late, would allow us to only send one PO to a vendor instead of sending multiples everytime.

    1 vote

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  3. Revise Quotes and add revision number

    It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

    19 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add Company Name to Payment Receipt Emails

    The Company Name needs to be included on the payment receipt emails that are sent by WePay.

    1 vote

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Turn off credit memo feature

    Turn off the credit memo feature.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Option to remove "None" as a payment method or change the default/first option in list

    The new payment method option "None" has been creating problems with or processes. We need a way to either remove it or have "Check" or "Credit Card" as the default/first option on the list.

    2 votes

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    0 comments  ·  Payments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Merging Estimates

    Make it so you can merge estimates

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  8. Subcontractor Column In the Work Order Tab

    I would find it really useful to have a column for the subcontractor on the work order tab in my contacts and jobs.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automatically change Work Order Status when Emailed

    Automatically change the status of a Work Order statues to "In progress" when emailed.

    5 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    28 votes

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    7 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  11. Have taxes show on material orders

    I would like to have taxes show on material orders

    12 votes

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    Viewed  ·  2 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  12. The ability to clone an existing saved Material Order template

    This would allow us to clone and and create a new saved template without having to start completely fresh.

    5 votes

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    0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    22 votes

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    Viewed  ·  2 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  14. 2 votes

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    0 comments  ·  Work Orders  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    10 votes

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    Viewed  ·  1 comment  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  16. amounts due as a dollar amount $ instead of a percentage%

    When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount

    3 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  17. Be able to customize column width

    In estimate and invoice template- would like to be able to change the size of the columns.
    Make amount column smaller= a job would have to be Billions to fit.
    If we can make Amount column Narrower then we can add more in the description column and make that wider.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create Material Order from portions of Estimate

    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.

    6 votes

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    Viewed  ·  0 comments  ·  Material Orders  ·  Flag idea as inappropriate…  ·  Admin →
  19. Email template field for remaining amount due on invoice

    To have a email template field that would show the amount remaining due on the invoice.

    4 votes

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    0 comments  ·  Estimates & Invoices  ·  Flag idea as inappropriate…  ·  Admin →
  20. Print or Export Budgets

    I think this may be my third time posting about this. I'm just confused as to why this doesn't exist when the feature is already present in Job Nimbus.

    Budgets, currently as they stand, have no ability to be Printed or to be exported as a CSV (The Budget Report that would only show you the Totals and Profit of each budget is not an answer to this.)

    Every other Financial Document (Invoice, Credit Memo, Material Order, Estimate) can all be printed out in PDF format, but Budgets do not have this feature. But personally I would prefer it if…

    12 votes

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    Viewed  ·  0 comments  ·  Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →
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