Financials
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More control of editing estimate templates
I am trying to edit an estimate template and would like to edit the name of it to reflect what I am using it for but can only edit items. Also, would be nice to be able to duplicate a template as I can use various template versions of exterior door install, include paint/stain, install trim or not, etc etc
3 votes -
15 votes
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Edit an Estimate and then Save as Template.
The save as template is a great function except it isn't available once the Estimate has been saved.
Please make Save as Template available when editing an already saved estimate.6 votes -
Editable form / table builder / checklist builder
A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.
15 votes -
More Customizable Financial Templates
For the estimates, I would like to be able to move our logo around and resize it as needed, to be able to edit the fonts of line items and not have to have a price for some line items. If a certain line item varies on the job like a permit, we would like to put -as incurred- since permits can vary or other line items as well that vary. Instead of showing 0 which would make the customer or company think they owe 0, as incurred would be much more feasible. Other options like a Microsoft Word style…
18 votes -
Save payment terms on invoice templates
I would like to see that when I am personalizing my invoice template that I can save the terms. It appears to default to Net 15. We run on Net 30. If missed it can make a huge difference in the collections process.
30 votesThat’s a great idea!
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More User-Friendly Template Formatting
The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.
It would be great if it was much easier to use.
16 votesWe plan to update our template editor with better formatting options and functionality in the future.
In the meantime, if you have specific formatting requirements for a template, please send your request to support@jobnimbus.com and we should be able to help you out!
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Add Cost, Price, Totals to Work and Material Order Tools
Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.
7 votes -
Print preview when creating new templates
When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.
A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....
12 votesDefinitely something that will be coming!
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