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Financials

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131 results found

  1. Toggle on/off whether item name is shown on the estimate details page on NEW SALES EXPERIENCE.

    Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:

    Item name = {item number} {truncated item description}
    Item description = {long item description}

    Example:
    Item name= 2003 Hardieplank 8 1/4" CM Lap
    Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"

    In the New Sales Experience, in the estimate details page, the line…

    7 votes

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  2. Internal notes on new estimate function

    No longer have the option to put an internal note for estimates.

    18 votes

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  3. Change order

    There is no easy way to do a change order for a customer. They do happen often enough where it's a thing. We have a workaround using Legacy estimates, set as a change order, and then converted to a work order set as a change order.

    It's needed under the Estimates because it does affect the project price.

    As we use the new experience, I'm worried I'll lose that work around

    6 votes

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  4. Multiple Spots for Signature/Initials in NSE

    It would be nice if we had the option to insert a signature/initial field in the Estimate for NSE. Right now, there is only the one signature page available, and this doesn't work for our business at this time. Currently, we are sending our Project Agreements through Adobe Sign, but would prefer to have everything in one place!

    4 votes

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  5. Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)

    Request:
    We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
    Total Amount of all invoices per job/contact
    Amount Due of all invoices per job/contact

    This request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.

    Reason for need:
    Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected.…

    5 votes

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  6. Add unit of measure to Estimate Details in the Estimate Layout

    Unable to show both quantity and unit of measure on an estimate layout for the estimate details page. Also, no control over what quantity is showing... measurement or order quantity. Example, I estimate 20SQ in asphalt shingles and include a formula in the order calculation translating SQ to bundles. Bundles are what are showing as quantity in the Estimate Layout/Estimate Details pages.So, in summary, can only show a quantity and the quantity is not translatable to the homeowner who may be comparing multiple bids and looking to see if quantities are similar across contractors.

    2 votes

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  7. Material cost in the estimate should reflect the total coming from supplier INCLUDING TAX

    When preparing an estimate, there should be an option to calculate the tax that will be paid to the supplier along with the material order. This ensures that the material cost in the estimate reflects the actual total cost, including tax, rather than just the pre-taxed subtotal of the materials needed. Since this doesn't currently build in the tax we will pay to our supplier, the tax that ultimately is charged on the material list cuts into our profit margin since it wasn't accounted for in the estimate.

    1 vote

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  8. Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY

    Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.

    To top it off, I cannot…

    1 vote

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  9. Mark up on Estimates

    Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.

    1 vote

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  10. 9 votes

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  11. Send proposals and collect signatures from multiple contacts

    Proposals need the ability to send to multiple contacts. Right now, the proposal can only be sent to one email address for review and signature. We need the ability to send the proposal to at least two contacts and collect signatures from both. This is imperative in Texas (not sure about other states) which requires both homeowners to sign off on work. This protects us in the event we must file a lien for non-payment and just makes it easier when working with a married couple, etc.

    1 vote

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  12. Update Estimate (NSE) Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    14 votes

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  13. Different waist factors for different items

    We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item

    1 vote

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  14. Toggle on and off button for supplemental items listed in estimate but not approved yet from insurance

    Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.

    2 votes

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  15. 💡Boards Feedback/Ideas💡

    Please upvote if you agree!

    💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).

    💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.

    💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.

    💠…

    13 votes

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  16. "Show More" Product Option on NSE

    Allow a "show more" drop down when searching a product to add as a line item. In Legacy Estimates it gives you the option to show more but with nse its only the first 6 in alphabetical order.

    5 votes

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  17. devin@thelatopteam.com

    Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.

    1 vote

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  18. When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab

    Two Ideas for Estimates
    1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
    2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out

    5 votes

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  19. Layout Example - Gutters

    It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout

    1 vote

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  20. Can not edit estimate templates in new estimate feature.

    I can not edit an estimate template in the new estimates.

    1 vote

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