General Feedback & Ideas

Ability to add customer adders in estimate

When viewing the "Table" view of your active projects you have all these numbers available to you but not the projected profit that is calculated in the analyzer. So when you export the list it isn't available. Please add this to the budgets/actual list/table.

Allow you to choose how many units and create a separate estimate for each unit in the multi-family property. Posted on behalf of Lee Ripma

Give each project a blank spreadsheet page that users can use to create their own custom calculations and track miscellaneous items and information. Instead of users having a bunch of miscellaneous other spreadsheets in Excel or Google Sheets, the users could have this data all in FlipperForce.

running totals for the year of actual profit vs desired etc

Add a Paid vs Unpaid field to the Expense Tracker so users can track expenses that have been invoiced (but unpaid) vs expenses that have been paid.

Allow the addition of creating a Contact instead of the 2 part process when creating or editing a Company.

It would be nice to be able to assign cost positions to positions in the time schedule. This way it would be possible extract a payment schedule, and you can see when payments are due. This is crucial in order to provide the liquidity and to plan for in a liquidity schedule.

Currently in the User Management area, you can invite users to your account and control the feature access that they have in the platform. User Management is currently built mainly for internal team members/employees of a company to collaborate internally on projects. But ideally, external people like Contractors could be invited to their account, so Contractors could collaborate and do certain things like uploading project updates and photos. Today's Workaround If a Company wants to add a Contractor to their platform, they have to create them as a "User" which counts against their User count quota. Solution Instead of inviting Contractors as a typical user, create a dedicated Contractor role in the User Management area that includes "Contractor" features like Project Updates & Photo Log so contractors can post updates to their projects without counting against the User limit and having access to features they don't need.

Create a dedicated "Receipts" page to store your receipts – your digital "shoebox" for receipts. Easy Mobile Uploads: Quickly snap and upload receipts from your phone. Central "Shoebox": Use the "Receipts" folder as your digital shoebox, eliminating physical receipt piles. Clear Separation of Duties: Contractors/PMs can upload receipts and the bookkeepers can convert to transactions. "Linked" Status: See which receipts are "Linked" to expenses at a glance. Expense Tracker Integration: Easily link receipts to expenses. Granular Permissions: Give upload to project managers or contractors without access to other budget/expense features. Benefits: Simplified Receipt Management: Turn your phone into a receipt scanner and ditch the shoebox. Team Collaboration: Streamline receipt handoff between field and office. Team members in the field can snap a pic of the receipt, and then the bookkeeper can convert it to a transaction. Accurate Expense Tracking: Ensure receipts are linked to the correct transactions. Future Benefits (AI Integration): Automatic Transaction Creation: Imagine simply uploading a receipt and hitting "Convert to Transaction." Our AI receipt scanner will automatically extract the date, account, vendor & itemized amounts. A manual data entry process that would typically take 5 minutes, would now take seconds. Bulk Conversion: Select multiple receipts and automatically convert them to transactions in seconds. Imagine bulk converting 10 receipts in the matter of seconds, saving you an hour of data entry, per project per week. Reduced Errors: AI-powered extraction minimizes manual data entry errors, ensuring accurate expense tracking.