Financials
506 results found
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Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
2 votes -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
3 votes -
Edit price on estimate for insurance
Need to be able enter prince the profit and loss for insurance when building an estimate
1 vote -
Add Product to Converted Invoices (Legacy Estimate -> New Invoice)
When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.
2 votes -
Allow Supplemental Items on NSE Estimates
Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.
2 votes -
Automatically upload estimates during dispute
To help the dispute process be more seamless
1 vote -
1 vote
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Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
2 votes -
Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
PayStubs Planet
Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.
2 votes -
Get Payment Link Button
Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.
This will enable anyone in collections departments to be able to:
-Paste the link anywhere, including their own text message channels
-Send the link outside of Job Nimbus Engage
-Not force us to use this weird work around to extract us
-Not force us to buy into Job Nimbus Engage to even be able to use the work around15 votes -
Approved Estimate Notification
They would like if the sales rep would be notified once an estimate is set to an approved status. They mentioned that things tend to fall through the cracks due to not immediately knowing once something is moved to that status
1 vote -
4 votes
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Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
2 votes -
Less Scrolling on Invoice Page
With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?
5 votes -
Approve team members created estimates
Ability for admins to force other users to get approval on estimates before sending them
1 vote -
Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
adding cc on estimates
the ability to CC users or other contacts when sending an estimate
1 vote
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