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24 results found

1. Ability to add Photos next to an item on the Estimate details page

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   0 comments  ·  General  ·  Edit…  ·  Delete…  ·  Admin →
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   Eugene Kay shared this idea  ·  Nov 13, 2024

2. Material and Labor Cost Totals *after* Markup

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3. Legacy Estimate Taxes Should Match Invoices

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4. Convert Estimates to Budgets Before Signing

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5. Add Company Name to Payment Receipt Emails

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   0 comments  ·  Financials » Payments  ·  Delete…  ·  Admin →
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   Eugene Kay supported this idea  ·  Jun 3, 2023

6. Convert invoice to Paid in Full Receipt

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   0 comments  ·  Financials  ·  Delete…  ·  Admin →
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   Eugene Kay supported this idea  ·  Jun 3, 2023

7. Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date

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   Viewed  ·  0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Eugene Kay supported this idea  ·  Jun 3, 2023

8. When an estimate is sent, why doesn't the status automatically update to sent?

   8 votes

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Eugene Kay supported this idea  ·  Jun 3, 2023

9. Send email with multiple attachments that can be signed

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Eugene Kay supported this idea  ·  Jun 3, 2023

10. Sent estimates via Engage

    9 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Eugene Kay supported this idea  ·  Jun 3, 2023

11. Edit invoice layout

    8 votes

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    0 comments  ·  Financials » Invoices  ·  Delete…  ·  Admin →
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    Eugene Kay supported this idea  ·  Jun 3, 2023

12. Include Sunlight Financing on Estimates

    5 votes

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    2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Eugene Kay supported this idea  ·  Jun 3, 2023

13. Cost and Markup - Hide as a function of Access Roles

    11 votes

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    2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Eugene Kay supported this idea  ·  Jun 3, 2023

14. Optional sections

    24 votes

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    1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Eugene Kay supported this idea  ·  Jun 3, 2023

15. Edit, download, and email forms

    31 votes

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    4 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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16. Email Activity

    5 votes

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    0 comments  ·  Communication » Notifications  ·  Delete…  ·  Admin →
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17. Access Profile Setting for Payments

    5 votes

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    Viewed  ·  0 comments  ·  Integrations » Payment Platforms  ·  Delete…  ·  Admin →
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18. Access profile option to make email threads hidden

    2 votes

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    0 comments  ·  Settings » Access Profiles  ·  Delete…  ·  Admin →
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19. Editable form / table builder / checklist builder

    41 votes

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    Viewed  ·  3 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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20. Ability to hide line item price and still show section totals.

    14 votes

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    1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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