Financials
181 results found
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Show section totals while filling out estimate
Right now you can't see section total while filling out the estimate, you can only see it after saving.
3 votes -
Temporary Products
The ability to add products in estimates/invoices without saving the products permanently.
4 votes -
Remove Subtotal and Total from Estimates
It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.
4 votesWe are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.
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Custom pricing
Would like to customize how pricing shows up on estimates and invoices. Ex: delete the cents on specific line items.
1 vote -
Customize Payment Terms
Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.
3 votes -
Estimate Section Title Feedback
In logos estimates logo uses the "section title" with a lot of verbiage. The verbiage use to go across the page. Now with the new section description when logo goes to view his past estimates the section title verbiage is off to the left hand side and is clumped together. It no longer goes across the page.
Currently the way to fix this issue is to recreate all his estimate templates to include the new "show section description". He would like to be able to edit his current estimate template, to allow the "show section description".
3 votes -
Easier way to be notified which line items need updated in the estimate template
In estimate templates, notify what line items need to be updated from Beacon, currently the only notification you get its "Note: Supplier pricing for this estimate has changed since you last reviewed this order. If you save, your estimate costs will be updated."
Would like an easier way to know which line items need updated in the estimate template1 vote -
Column for "Cost Total Per Line Item" on an Estimate.
We want to add a column, we would like to see a cost total per line item. This would resemble the price total per line item shown in the amount column. It might not even be something to toggle on or off, it's really just adding a new calculation to the row
1 vote -
The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,
I would like the ability to update a customer on an estimate or invoice
related, also: The ability to duplicate an estimate, and then edit the job/ customer22 votes -
Can you guy put a toolbar for estimate like you have for documents; or on documents can you make it so you can put a summary and discount
For an example:
I should have a tool bar when am creating an estimates and more better format when creating an estimate.
My estimate looks like an invoice rather an estimate. I can't edit my estimate like I can with documents, there also know way put a discount next to my price. Where is the summary or price location when creating documents.1 vote -
Manually Set Profit or Margin
Have the ability to manually add a profit number as well as the existing profit slider. Often we know we have a minimum profit amount needed.
6 votes -
estimate templates
We need to be able to create estimate templates in SETTINGS and not at the job level. I just spent hours creating an estimate template and mistakenly clicked out of it before saving it as a template and now I have to redo the entire **** thing. So frustrating. Why is this at the job level and not the global level? Why can't we turn an estimate into a template? This seems like such a simple thing.
14 votes -
Progress invoicing
We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.
It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…
7 votes -
PDF's compatible with Blue Beam
Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.
1 vote -
Change Order of Template Drop Down.
The ability to change the order of the template drop down menu when making an invoice.
1 vote -
Ability to adjust Documents sizes
Have the ability to change the view of documents to a larger scale. Currently, documents such as estimates and invoices are too small and hard to see.
1 vote -
Ability to remove the need to approve estimates
It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.
1 vote -
Add digits after decimal on price.
Needs the digits on pricing to be more than just the two digits after the decimal point for insurance purposes.
4 votes -
Custom Invoice
In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.
1 vote -
Rename Surcharge on Invoices
When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.
1 vote
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