Mitch Husnik
My feedback
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80 votes
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This topic is just the "tip of the iceberg"... It would be tremendously helpful if we could easily know our costs on the front end of every project and everything is syncd; and working together. EG: A proposed scope of work turns into a material order, work order, estimate in QB, Goes on the WIP report in QB. We would really like to know where we will be cash flow wise at least 1 month in advance to start with then at least 1 quarter in advance. There are so many things that we have to perform outside of JN and QB because they don't connect together well. We do currently use JN for invoices because they don't sync with classes and divisions. Thus, insights is useless to us. There was one comment that I did not agree with on here regarding letting everyone see the financial condition. I do not believe that every employee should have the ability to understand that a 58% profit margin on one job does not necessarily mean a windfall for the company when all other factors aren't considered or included such as the cost per acquisition. The focus of the sales reps should be getting every sale and the next sale. Admin should be in charge of numbers. If the sales rep. sells the job at the wrong financial number, then management did not likely provide the correct information or training. Lastly, I do not want another 3000+ products and services added to my QB. I do want to be able to easily order materials from a vendor but there has to be way to turn off that connection.