Financials
523 results found
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Custom Workflows for Invoices
Jobs, contacts and work orders have customizable workflows with user created statuses. If invoices had this feature, it would provide a critical reporting element for different segments of clients/invoices.
A good example would be having a subset of invoices that are in 'Collections' status for delinquent invoices so they don't clutter up healthier AR.
8 votes -
Add Multiple "Estimate Detail" Pages on Estimates
If we were able to add multiple "Estimate Detail" pages to the same contract, this would cover contractors that sell multiple job phases and not limited us to 3 options. Then using the existing ability to use the slider, to turn off certain estimate detail pages that would not apply.
15 votes -
Remove Sections from Invoice
On legacy invoices "Section" or "Section" total wasn't required, on the new invoice tool it is - our invoices aren't complex enough to need multiple sections or even a section title. We would like to be able to add products without a section/title again, it's an unnecessary extra step impacting our workflow
8 votes -
Profit tracker
Have the profit/job cost tracker pull the revenue from the invoices not from the estimates. Sometimes we quote a job for xx amount, and then mid job there's extras that come up. We don't build another estimate for the extras we just invoice it.
Pulling from the estimates only causes false data in the tracker
7 votes -
Add the "Clean Up" button to Estimates
The "Clean Up" button on material orders that quickly removes all 0 quantity items would be incredibly beneficial on Estimates, especially when using templates for each section on an estimate it's faster to enter the quantity on the items we need and use "Clean Up" rather than individually remove the items we won't need
3 votes -
Discount Abilities for ACH Transactions
I would like to be able to provide a discount when customers use ACH to pay for their invoice.
24 votes -
Ability to add multiple estimates to create a Work Order.
This can cause confusion if there are multiple approved estimates, as we have to provide separate Work Orders for one project, or take the time to manually enter anything from a secondary or tertiary etc.
3 votes -
Automatically Resent Estimates to Show in Activity Feed
When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.
5 votes -
Enter bills into Profit Tracker
We are currently using the profit tracker. As a bill comes in we currently enter that bill into the Profit Tracker and then Quickbooks. We would love the ability to enter the bill into the profit tracker and have the bill sync automatically to QB. This would be a much more efficient. I believe other CRMs like Acculynx are already doing it this way.
6 votes -
Font Customization on Estimates
I would like to be able to bold, add color, italicize, underline, and change size of the text on products and other pages.
30 votes -
Add unit of measure to Estimate Details in the Estimate Layout
Unable to show both quantity and unit of measure on an estimate layout for the estimate details page. Also, no control over what quantity is showing... measurement or order quantity. Example, I estimate 20SQ in asphalt shingles and include a formula in the order calculation translating SQ to bundles. Bundles are what are showing as quantity in the Estimate Layout/Estimate Details pages.So, in summary, can only show a quantity and the quantity is not translatable to the homeowner who may be comparing multiple bids and looking to see if quantities are similar across contractors.
18 votes -
Prevent Autosave from Overriding Other Changes
The auto saving feature can actually make a lot of progress lost if user A is working on the Estimate for an hour but then user B still has an old version open, and they make one tiny change. Having some kind of warning or update for user B would be helpful
4 votes -
Add ability to change font size on Footer in Simple Estimate
The font size in the Footer notes in the Simple Estimate is way too large. It is much larger than the item descriptions. Footer font size is typically smaller than the rest of a document. Add the ability to change the font size. This enables me to put T&C in the footer for Simple Estimates. Otherwise, there are no T&C.
2 votes -
3 votes
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Switch Items Between Labor and Material
It would be nice to easily switch and item from Labor to Material and vise versa.
This would be nice just incase an estimate is created using all material items, thinking that you had labor items in there too. A simply toggle or drop down would be nice.
3 votes -
Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
32 votes -
Custom Product & Service Types (Material, Labor, Services, etc.)
Add a category for services that aren't labor or a material to help track services -- making reporting for labor easier.
3 votes -
Pictures on the "Simple Estimate Mode"
With the new Simple estimate mode, it would be amazing to have a spot to add an image or images. We primarily use the Simple mode for change orders or repairs but would like to attach images to show the areas that we will be doing work on.
1 vote -
Void Expired Estimate
I would love the option to have an estimate automatically voided when a job is moved to lost sales, or at least be able to set up an automation that voids estimates if xyz requirements are met. We have had situations where a customer signed an old contract instead of the updated pricing estimate months later by finding the email and getting the new link sent to her and being able to sign. It was a repair that went through before we noticed but it was 8 months apart from their new estimate and therefore a major pricing increase that…
1 vote -
Deactivate or Hide Estimates
It would be amazing if there was a way to either hide or deactivate an estimate instead of completely deleting them. Especially now with all the JobNimbus updates. Another reason for this is if we want to try a new concept or strategy, we can turn off the old estimate templates or layouts to try the new ones.
1 vote
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