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Financials

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120 results found

  1. Autosave Estimates

    There should be an autosave option while creating the estimates. I'm not sure how this isn't a thing already, but think it would be very beneficial to the sales reps. We have had times they were working on an estimate, we lose internet or job nimbus goes down and it completely wipes the entire estimate they were doing and they have to start over again. Just something to take into consideration, more comforting and less time consuming. I believe an autosave just like Microsoft Word/Excel etc. have every 10 minutes is a great addition to job nimbus and should be…

    7 votes

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  2. 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

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  3. Grouped line items in sections (for totals) and ability to duplicate/delete sections

    Ability for line items to be grouped by sections, those sections have cost totals per section (have option to display section totals or line totals on templates), and the ability to have those sections duplicated/deleted for more efficient estimate/invoice building.

    8 votes

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  4. Save Feature

    I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

    4 votes

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  5. When an estimate is sent, why doesn't the status automatically update to sent?

    When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.

    8 votes

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  6. 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/ customer

    22 votes

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  7. Manually able to enter Invoice Number or Job number on Estimates/invoices

    I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.

    6 votes

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  8. Bulk Edit on estimates, invoices, and work orders.

    I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time

    9 votes

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  9. Built in calculator on estimates & invoices

    I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.

    4 votes

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  10. Create Partial Invoices from Estimate

    Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.

    6 votes

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  11. Add Contact Info to Invoice Reports

    It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.

    3 votes

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  12. Add discounts field to estimate and/or invoice

    Being able to add % discount as a field or drop would help the sales team be able to function better in the house.

    7 votes

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  13. Overdue Invoices

    It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.

    8 votes

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  14. Add Past Due on Invoice Terms

    It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

    9 votes

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  15. Invoice fields should be available as template fields

    We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

    5 votes

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  16. Merging Estimates

    Make it so you can merge estimates

    9 votes

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  17. Ability to change UoM on estimates when using a saved estimate template

    I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.

    13 votes

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  18. amounts due as a dollar amount $ instead of a percentage%

    When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount

    11 votes

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  19. Revise Quotes and add revision number

    It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.

    23 votes

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  20. Ability to duplicate estimates and save under a different job

    It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.

    15 votes

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