Financials
102 results found
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Rounding in Estimates / Invoices
It would be great to be able to have line items round to the nearest dollar or $5 increment. OR have the ability to have Sections round to the nearest dollar increment that is chosen in settings.
7 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 -
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 -
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 -
Merging Estimates
Make it so you can merge estimates
7 votes -
💡Boards Feedback/Ideas💡
Please upvote if you agree!
💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).
💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.
💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.
💠…
6 votes -
Entered 0 for unit of measure on smart estimate and it added 1 unit to the estimate
Entered 0 for unit of measure on smart estimate and it still added the line item to the estimate
6 votes -
Automated Estimate/proposals
It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.
6 votes -
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 -
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 -
the ability to modify column size on estimate and invoice templates
Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.
6 votes -
More Control Over Estimate Status Sync to QuickBooks
We often have jobs with multiple revisions of a quote and multiple estimates. When this is synced with Quickbooks, it pulls over ALL estimates regardless of their status. Could we have the "denied" estimates either NOT sync with Quickbooks or at least sync to the inactive estimate status within quickbooks?
Otherwise, we have to sort through them manually to determine which is the correct estimate to bill from etc.
6 votes -
Printable signature lines for estimates or contracts
It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.
5 votes -
Clean up estimate section titles & description layout
Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?
Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!
The current alignments shown below are very sloppy. Thank you!
5 votes -
Include Sunlight Financing on Estimates
The option to include sunlight financing on the estimate template via like a checkbox or a button would be very useful. Especially if it can take the estimate total and provide the different financing options as a button on the estimate directly below the total.
5 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 -
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 -
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.
5 votes -
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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