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49 results found

1. Ability to duplicate estimates and save under a different job

   16 votes

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   Viewed  ·  1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

2. Use multiple templates in one estimate

   29 votes

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   Viewed  ·  2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

3. Merging Estimates

   12 votes

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

4. Credit to be allocated against invoice to reflect refund

   11 votes

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   0 comments  ·  Financials » Credit Memos  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

5. Add an option to create custom design templates for financial documents such as Material Orders, etc.

   7 votes

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   1 comment  ·  Financials » Templates  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

6. Percentage Rate Viewing Budgets

   4 votes

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   0 comments  ·  Financials » Budgets & Job Costing  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

7. Add Contact Info to Invoice Reports

   3 votes

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

8. Revise Quotes and add revision number

   25 votes

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

9. Add discounts field to estimate and/or invoice

   8 votes

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   0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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   Ron Remeyer supported this idea  ·  Jul 8, 2021

10. Ability to change UoM on estimates when using a saved estimate template

    14 votes

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    2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

11. Allow Special Instructions section to be removed from Estimate templates

    6 votes

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    0 comments  ·  Financials » Templates  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

12. Bulk Edit on estimates, invoices, and work orders.

    9 votes

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    2 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer commented  ·  Jul 8, 2021  ·  Edit…  ·  Delete…

    Or be able to drag them to another section if you do not delete them

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    Ron Remeyer supported this idea  ·  Jul 8, 2021

13. Add Past Due on Invoice Terms

    10 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

14. Overdue Invoices

    9 votes

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    1 comment  ·  Financials » Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

15. Sections that group line items together

    21 votes

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    1 comment  ·  Financials  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

16. 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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    Ron Remeyer supported this idea  ·  Jul 8, 2021

17. Save Feature

    4 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

18. Create Partial Invoices from Estimate

    7 votes

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    1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

19. Autosave Estimates

    7 votes

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    1 comment  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021

20. The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,

    24 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Ron Remeyer supported this idea  ·  Jul 8, 2021