Financials
103 results found
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Ability or button that would auto update product and services when pulled from saved estimates.
Ability or button that would auto update product and services when pulled from saved estimates.
2 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
3 votes -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Send Invoices with additional attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
3 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
11 votes -
5 votes
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Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost
There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.
3 votes -
Turn two estimates into one invoice
It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.
5 votes -
CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?
We are a 42 yr Roofing Company out of Portland, OR.
We've used Acculynx for the last 9 years and are finally switching!
I am currently integrating and setting up our business in Job Nimbus.Products & Services (Material & Labor Items):
Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
My main roofing supplier sends me a material spreadsheet with 5k line items with…12 votes -
Section Totals showing internally
We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.
3 votes -
Be able to have a color in section titles in estimates
It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.
3 votes -
Ability to lock estimate pricing
Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.
3 votes -
Able to Add Total Labor and Total Materials as Invoice Report Column Option
Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options
2 votes -
Ability to edit split payment dates after the first payment is recorded.
We need to be able to edit the payment dates on an invoice with split payments after the first payment has been recorded. Right now, once a payment has been applied you can't edit the other payment dates.
11 votes -
Hide amounts or not to hide amounts, or items
I want to be able to hide or not hide items individually within a section.
i.e.
I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.
2 votes -
More Cost Options
Would like option to add an Overhead line item to the estimate. Current Estimate Template has option for Material & Labor; would like to have a separate line for Overhead.
3 votes
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