Financials
151 results found
-
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.
17 votes -
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
13 votes -
Internal notes on new estimate function
No longer have the option to put an internal note for estimates.
26 votes -
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…
8 votes -
Marking a estimate as signed
If a customer has verbally agreed to an estimate and we mark it as signed, don't want an email sent to the customer or the option to decline the email being sent asking for the deposit. Want to be able to mark it as signed so that we can convert the estimate to an invoice.
3 votes -
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.
4 votes -
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!
5 votes -
Estimates signed by company AND customer.
In legacy estimates, we could easily add a company representative to sign the contracts. My attorney tells me our contracts are not valid unless both parties sign. Please make it easy to add the sales rep or company owner, etc, to the list of signers, with the ability to sign from within JN. Even better would be if the company representative can automatically have their signatures added to the contracts.
3 votes -
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.
4 votes -
Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
2 votes -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
3 votes -
Emailing Estimate to the customer
Have the email template that is set up show up in the email box when sending the estimate to the customer so that we can see that there is a message there and it doesn't look like a blank message being sent to the customer.
3 votes -
Allow line items on the signing and upgrades page in NSE to show the line item description
Currently, when you add a line item on the signing and upgrades page, when you view the page as a PDF, it does not show the description of the product/line item like it does on the estimate details page.
2 votes -
When setting a discount for an estimate, allow a toggle to apply to all options and upgrades on the estimate.
The current setup on estimates is that a discount only applies to one option on an estimate. It would be incredible to allow a toggle option that applies the same discount to each option and upgrades within the estimate.
2 votes -
Saving annotated photos from the estimate directly to job photos
If you edit a photo within an estimate to annotate the photo or mark it up there is no easy way to then save that edited photo directly to the job's photos.
2 votes -
When clicking into a disabled page on an estimate that it doesn't re-enable it to be viewed.
The ability to click into a hidden page on an estimate without re-enabling it for viewing.
2 votes -
Convert Estimate to Other Financial Document without Signature Requirement
Option to convert estimate to work order without it being necessary to have signature status to signed
2 votes -
Commission visible in Profit Summary
I want my sales team to be able to see what commission they can expect if they sell a specific job.
1 vote -
Send Estimates for Signature Through Text
For those using the text feature, it would be nice to be able to send the prepared NSE docs for signature through text message
1 vote -
If you set it to only go off of Margin, then the system should only calculate off of Margin.
Currently, the NSE estimate system adjusts the margin percentage automatically based on a couple of different things. 1. The price set of the product in Products & Services. 2. The markup percentage on that product, even though it's set to only go off of Margin. This will throw off the margin and even go below the set margin minimum, which can lead to loss of business if not noticed, and the estimate is sent off without notice. Having set up warnings of adjusting prices and how it will affect the margin calculations, or making it more obvious what the margin…
1 vote
- Don't see your idea?