Financials
174 results found
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Section total at the bottom of the section
Currently when we put a new section on the estimate it shows the total for that section at the top. I would like the option to show the section total at the bottom of the section.
8 votes -
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 -
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 -
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.
8 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.
8 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 out7 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
7 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.
7 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.
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 -
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.
7 votes -
Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
7 votes -
Quicker Estimates Tax Selecting
An easier or quicker way to enter/select the tax city/amount? On a large quote, you have to click the drop down, then scroll down and select the city. possibly allow it to automatically populate with the same as all others and if you don't want a tax amount, allow just a section option within each estimate. Just possible suggestions.
7 votes -
View estimate figures after sending
I would like to be able to click on an estimate to see the figures after I sent. I don't need to edit it, just view what figures I put down. Right now I end up duplicating and deleting. Am I missing something?
6 votes -
New sales experience - Ability to convert estimates to work orders and material orders
Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.
6 votes -
Include Tax from Supplier on Estimate Total
When preparing an estimate, there should be an option to calculate the tax that will be paid to the supplier along with the material order. This ensures that the material cost in the estimate reflects the actual total cost, including tax, rather than just the pre-taxed subtotal of the materials needed. Since this doesn't currently build in the tax we will pay to our supplier, the tax that ultimately is charged on the material list cuts into our profit margin since it wasn't accounted for in the estimate.
6 votes -
Multiple Spots for Signature/Initials in NSE
It would be nice if we had the option to insert a signature/initial field in the Estimate for NSE. Right now, there is only the one signature page available, and this doesn't work for our business at this time. Currently, we are sending our Project Agreements through Adobe Sign, but would prefer to have everything in one place!
6 votes -
Add Headers and Footers to Estimates
update header and footer of estimates
6 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").
6 votes -
Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
6 votes
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