Financials
372 results found
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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 -
Change order
There is no easy way to do a change order for a customer. They do happen often enough where it's a thing. We have a workaround using Legacy estimates, set as a change order, and then converted to a work order set as a change order.
It's needed under the Estimates because it does affect the project price.
As we use the new experience, I'm worried I'll lose that work around
18 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.
12 votes -
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.
7 votes -
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.
11 votes -
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.
11 votes -
Simple Estimates for Insurance Companies
When sending an estimate to an insurance company it only needs to be one page with minimal details, in the NSE Estimates when creating a simple layout it's still 3-4 pages. The insurance company doesn't need an estimate with the fancy professional look that we provide to our customers. Before doing away with legacy estimates, can more customization be added to the NSE Estimates to allow for condensing the visual elements and additional pages?
3 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?
4 votes -
Convert Unsigned NSE Estimates
I would like the ability to convert New Sales Experience Estimates to Invoices, Material Orders, Work Orders, and Budgets without needing them to be fully signed. This was a feature of Legacy Estimates I wish to get back.
30 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 -
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 -
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 -
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 -
Fix error when adding a credit/discount line item in NSE Estimates
If you type "-25" in the price box for a line item on the new estimates experience, the system shows an orange error bar up top and changes the result in the price box to "NaN25". You have to instead type in "25" click out of the box, then click back on the box to type the "-" before the numbers in order for the system to accept the credit/discount amount properly.
2 votes -
View Cost for Items in Column on NSE like you can in Legacy Estimates
On Legacy we can easily see the item cost on each line as we build the estimate, it's critical that this view is implemented to the New Sales Experience Estimates before Legacy Estimates are retired.
2 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.
5 votes -
Increase Company Name Character limit on Estimates (New Sales Experience)
On the estimates in NSE if we put the name "Custom Sound Builders" then the estimate PDF only shows "Builders" as the name. We want to be able to enter the full company name and have that show on the estimate.
2 votes -
Option to Hide Package Pricing Until Final Estimate Summary
Ryan at Gray Duck Roofing is requesting the ability to hide individual package pricing (Silver, Gold, Platinum) on the estimate pages and instead display all pricing on a final summary page. This change would allow their team to first walk clients through company values and the benefits of each package without the distraction of upfront pricing, helping to better communicate value before discussing cost.
2 votes -
Profit Tracker & Commissions Need Option for Percentage of Actual Profit
We need an option to define commission as a percentage of the actual profit. ALSO In the Job Overview page, under the financial summary, under the Job Value, it would be helpful to have an option to change planned profit to actual profit
3 votes -
Add Photos to New Material Order Tool
On legacy material orders, we could add photos to the order for our supplier. This was especially helpful when we needed to order something unique, like a skylight.
2 votes
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