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Financials

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401 results found

  1. 4 votes

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  2. Budget automation

    Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

    14 votes

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  3. Custom Totals in estimates

    Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

    15 votes

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  4. Invoices Reflecting Overpayment

    Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

    17 votes

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    0 comments  ·  Invoices  ·  Admin →
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  5. Work Order conversion automations.

    I want to be able to set up automations based on a work order being converted from a Work order to INVOICE.

    1 vote

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    0 comments  ·  Work Orders  ·  Admin →
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  6. Smart estimate adding text for contract

    Please add a way to add contract language/verbiage to the smart estimate

    5 votes

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  7. Toggle Button for credit card fees on estimate.

    We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you

    11 votes

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    0 comments  ·  Payments  ·  Admin →
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  8. Turn two estimates into one invoice

    It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

    5 votes

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  9. Edit Saved Estimates as a Data Table

    I feel like this entire process to create "Saved Estimates" should be under the template settings (as it's own tab since there's a lot and I already don't like how clustered all of the templates are).

    I would like the ability to re-name the templates and/ or bulk edit fields as a table of data (like a content manager for a website - see attached for example)

    1 vote

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  10. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    3 votes

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  11. 1 vote

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  12. Ability or button that would auto update product and services when pulled from saved estimates.

    Ability or button that would auto update product and services when pulled from saved estimates.

    1 vote

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  13. Add a Project location column mainly for Budgets

    We have property management companies, some with up to at least 50+ properties. I can't tell which budget goes with what project/property without opening each one up! Please add a column, like the Internal Notes maybe, where we can at least put each address of each project!!! Thank you.

    1 vote

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  14. Add United Inches to Smart Estimates

    The ability to add United Inches to smart estimates. Stated door and window companies cannot use smart estimates due to the lack of measurements available!

    1 vote

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  15. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    2 votes

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  16. IINK--

    I would love it if yall did business with IINK!!! lots of us PA's and contractors use IINK and it would be awesome if this was part of your system as well.

    https://iinkpay.com/

    1 vote

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    1 comment  ·  Payments  ·  Admin →
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  17. Customize estimate design templates

    Request to change the default color of blue on estimates to a different color, or to be able to customize the design.

    2 votes

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  18. Ability to reverse/undo a voided invoice

    Ability to reverse/undo a voided invoice so that it doesn't clear the quantity plus the amount fields.

    1 vote

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  19. Remove automatic highlight when clicking into estimate descriptions

    When editing an estimate, if a line item description is clicked into it highlights the whole description body. It would be great to get rid of this functionality... There have been a few times where estimate descriptions have accidentally been deleted. Yes, I understand that 'ctrl-z' is a thing.

    1 vote

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  20. Ability to add custom fields to invoices

    It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.

    2 votes

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