Financials
164 results found
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New Sales Experience Estimates with Financing Options in "Months"
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
2 votes -
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/contactThis 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 -
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 -
Can not edit estimate templates in new estimate feature.
I can not edit an estimate template in the new estimates.
1 vote -
Internal notes on new estimate function
No longer have the option to put an internal note for estimates.
29 votes -
Correct Estimate Total
On the boards section and insights, we use SumoQuote for our quoting software, which pulls into Nimbus. I would like to see that estimated total be used, not just approved estimates.
1 vote -
3 votes
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Import estimates into sumoquote
It would be great to be able to import Legacy estimates into the SumoQuote format. Currently you can do that with the "Proposals".
This would give greater flexibility to the SumoQuote functionality and would serve as a way to also capture the costs (labor, materials, markup, and margin) associated with that SumoQuote. Currently we have to create the estimate in 2 different places in order to get that information.
The SumoQuote function is fantastic...just needs some tweaks. This one is a pretty big functionality though.
(Will put this separately, but we need to be able to convert a SumoQuote to…
1 vote -
Convert Unsigned NSE Estimates
I would like the ability to convert New Sales Experience Estimates to Invoices, Material Orders, Work Orders, and Budgets without needing them to be fully signed. This was a feature of Legacy Estimates I wish to get back.
25 votes -
UNDER THE NEW CREATE ESTIMATE
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
2 votes -
Automatically Create Invoice from Signed Estimate or Job Status Change
I would like the ability to have an estimate automatically convert to an invoice once it has been fully signed or have an invoice created once the job changes status (example: to "Estimate Signed").
5 votes -
"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 -
Build Estimates
Need another column that will add in type that will indicate what quantity or type such as:
SQ, BDL, BOX, ITEM, ... we expect many items to choose from within the template1 vote -
Manual Financing option shown on signed estimates
Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"
3 votes -
11 votes
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different measurements per job
I would like to be able to put different measurements for different material types on 1 estimate. I have several jobs that have several scopes of work just on the roof. For example, I have a job that has shingles, standing seam, and TPO on the same house. The problem is, they are different sizes, so I have to manually input my material and labor cost quantities at the moment. Would like to be able to separate the measurements by the type of product being used if at all possible.
1 vote -
Show Full Estimate on Proposal
When we upload an estimate into Job Nimbus under proposal, it say "show more" and minimizes the estimate. We would like it to always show all of the estimate under proposals.
1 vote -
NSE insert token field options
NSE insert token field have the option to add customer email and customer phone number
3 votes -
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 out5 votes -
NSE - Estimate details page include logo
The estimate details page to include the company logo on the page.
2 votes
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