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Financials

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381 results found

  1. Create 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.

    5 votes

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    2 comments  ·  Invoices  ·  Admin →
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  2. Discount Abilities for ACH Transactions

    I would like to be able to provide a discount when customers use ACH to pay for their invoice.

    21 votes

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    0 comments  ·  Payments  ·  Admin →
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  3. Cover page sales rep names

    I see on the cover page of nse you can included the sale rep email and phone number but you cant included their sale name and buisiness information.

    5 votes

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  4. 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.

    17 votes

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  5. Marking a estimate as signed

    If a customer has verbally agreed to an estimate and we mark it as signed, don't want an email sent to the customer or the option to decline the email being sent asking for the deposit. Want to be able to mark it as signed so that we can convert the estimate to an invoice.

    8 votes

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  6. Profit Tracker Commissions Based on Actual Profit

    We pay our guys based off the actual gross profit, not the planned. If they are under budget, they should be rewarded for that and it come out of their pay if they are over-budget. Profit tracker is currently only giving the options of commission payments as Planned Revenue, Planned Profit, or Flat Fee. Not an ACTUAL profit or loss. Currently then I have to go into the budget and enter the numbers of the actual and transfer it as a flat fee and if it is higher than the planned profit then it shows a negative amount as net.

    6 votes

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  7. Invoice Split Payment Terms - custom

    With the custom terms on invoices - Please consider allowing us to put in custom amounts instead of percentages.

    For instance we always collect the deduct separate when we do insurance jobs. It would be helpful to be able to have a custom payment due for the deductible amount.

    13 votes

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    2 comments  ·  Invoices  ·  Admin →
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  8. Show Credit Balances on Payment & Invoices

    If a customer has overpaid their invoice, JN should have a field on this screen that reflects that credit balance, so that we know that customer should be refunded when we run an AR report or when we are viewing the payment/invoice screen.

    3 votes

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    0 comments  ·  Payments  ·  Admin →
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  9. Ability to set the required margins per workflow not just one overall

    Having more than one type of job we do, we have different required margins and there is an option for only ONE set margin. I'd like to have the ability to set the required margins per workflow, not a blanket margin.

    12 votes

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  10. 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

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  11. 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?

    4 votes

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  12. Ability to text customers the link to sign an estimate

    I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.

    2 votes

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  13. 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.

    2 votes

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  14. 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

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  15. 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

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  16. Add multiple contacts to invoice to show all responsible parties

    I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  17. Allow one payment to apply to multiple invoices and show the credit amount automatically

    We ran one payment in JobNimbus Payments for two invoices on a job, and we weren't able to apply it to the two invoices, so we had to manually record it as two separate payments. It'd be really helpful to apply the payment to multiple invoices or at least to show a preview of the credit available on a payment if it was over the invoiced amount rather than having to manually create a credit memo.

    2 votes

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  18. Materials vs. Labor Categories

    When estimating jobs there are currently only identifiers for “Material” or “Labor.”

    This is grossly insufficient. There are other categories that apply to jobs/budgets and, lacking the ability to categorize them, they can be cumbersome to analyze with only two fixed categories.

    Examples of other categories of costs include:
    Permitting Fees,
    Overhead,
    Disposal Fees, etc.
    These (and similar) are neither Labor, nor Materials, but they constitute costs directly associated to a specific Job.

    Please expand the capability of the Estimating tool to allow for creation of additional cost categories.

    1 vote

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  19. mass payment request

    have a button on the financials dashboard to send out the payment link to all customers with an open balance, and filter by status (great for deposits or week of install, or for final invoice/closeout)

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  20. Automatically update customer info on documents

    When a job/contact info is changed, like the customers name or address, can this automatically update on the estimate/invoice?

    2 votes

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