Financials
299 results found
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NSE - Add a Commission Percentage to the Estimate
Would like the ability to have a section on the NSE Estimate to have a commission percentage.
1 vote -
ROOFSNAP: Be able to seamlessly integrate Roofsnap measurement fields into the JN measurements
right now Roofsnap can only be added to measurements by uploading the sketch CSV file to JN. But not all the fields are pulled. Only the very basic ones. We still have to complete some fields manually. It would be a good idea to integrate Roofsnap just like you did with Eagleview
1 vote -
Fill NSE Estimate Cover with Single Names
Currently, NSE Estimates require that the contact has a First and Last name to use those names on the estimate cover page. Otherwise, it fills in the Job Name. However, some users work with entities and not people, so the ability to use a singular entity name would be great. That way, we can avoid an arbitrary name split to satisfy the First/Last requirement.
2 votes -
Force every single quote/layout to have the same legal language, especially simple estimates
There should be a way on every single SumoQuote estimate to force the quote to have a section with the companies specific legal language, and allow it to be editable by admins only. Legal language is usually very specific, and the company needs to be sure every representative is using the most recent version. I don't think it's wise to let every single employee edit the legal language, or have the option to delete it.
Currently, we have the ability to upload a legal page to estimate layouts, but there's no way to force a user to add it to…
1 vote -
Estimating
I have used so many different estimating systems over the years, but this is the first one that has made me decide to go back to excel for writing estimates
1 vote -
1 vote
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Add watermark on back of estimates
Tp be able to apply a watermark on the back of the all documents and templates
1 vote -
1 vote
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Send Sales Reps a Copy of the Estimate
Allow the ability to send the assigned sales rep a copy of the estimate if they are not the ones to send it out for signing.
1 vote -
Delete pages on NSE layouts
Allow the ability to have default pages be deleted, not just "excluded pages".
1 vote -
Sales Tax by Line Item
I need to be able to tax certain lines and not others on an estimate. In our state, replacements are not taxed but repairs are. So if I have a roof repair and 1 window being replaced, right now I have to either give the customer 2 separate estimates or charge tax on non-taxable work. In QB we can choose whether or not to tax individual lines, so the same feature in JN would be a big help.
1 vote -
1 vote
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Automate changing an invoice status
I am using an email automation to send an invoice link to our clients when an invoice is created. However, this does not update the invoice status to "sent". I would like the invoice status to update when an invoice link is sent to the client through automation.
1 vote -
Option to remove sales rep's email and phone from cover page
We do not want our clients to email or call our sales rep, but to have the office number and email only on the front page. Currently there is not a way to remove this information from the cover page.
1 vote -
Automatically Resent Estimates to Show in Activity Feed
When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.
5 votes -
Prevent Autosave from Overriding Other Changes
The auto saving feature can actually make a lot of progress lost if user A is working on the Estimate for an hour but then user B still has an old version open, and they make one tiny change. Having some kind of warning or update for user B would be helpful
4 votes -
2 votes
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NSE Customization of Colors throughout the Estimate
Would like to be able to customize the color on the individual line items. We don't like that the grey color is there and want to change the colors.
3 votes -
Commas in Legacy Estimates
Allow commas to be an accepted input in Legacy Estimates.
1 vote -
Create new Email Templates in Estimate Email Settings
In the new sales experience estimate settings, there's premade email templates for different situations (Sent for signature, document signed with deposit requested, etc) that you can edit and customize.
We would also like to be able to create new templates here, to have multiple options for each situation such as 3 templates to choose from for the document signed with deposit requested situation.
1 vote
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