Financials
538 results found
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Calculate % of planned cost for budget
When entering planned costs have the option for it to automatically calculate a percentage of that amount to easily create a budget that targets a specific profit margin for the project.
1 vote -
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 -
Profit Tracker Metrics
We should be able to choose all 5 favorite metrics. As of right now you cannot change planned revenue and planned cost from your favorites. I want "Actual" numbers, not planned. We do not utilize these so why are we forced to keep them on our favorites instead of the ones we would prefer?
1 vote -
Set default tax rate
When creating net new invoices, we should be able to set a default tax rate.
Usually tax rate comes from an estimate, but at times invoices are created without an originating estimate.1 vote -
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 -
Profit Tracker Templates
Have the ability to save manually entered sections in the profit tracker as reusable section templates that can be imported. For example, I manually enter sections for 'Materials' 'Labor' 'Disposal' 'Equipment' etc and then add separate line items as needed, so it would be very efficient to be able to save those sections and import them when I set up a new job profit tracker.
1 vote -
Display last updated
Display 'Last Updated' with the date and user that last updated the profit tracker.
Also having the ability to close/create new profit trackers would be helpful for additional scopes that aren't related to the main project but are still related the the address/client/job that you don't want included in the revenue/payments.
1 vote -
Notes + Attachments
Being able to make a note/tag a team member on the profit tracker would be helpful when there are questions/update requests regarding the job financials. And maybe having the ability to attach related documents like the estimate you are working off of and/or copies of the invoices received for materials/extras etc.
1 vote -
Amount Billed
Right now you can only view the overall amount we will be paid for a specific job/project once we are 100% complete with the work (planned revenue) and the total amount of payments that we've received and applied to that job (actual revenue). You can't currently see what we've billed the client for to date on the profit tracker and that would be helpful for larger, more complex jobs that require progress invoices/draws. Maybe having the option to switch the tracker from cash to accrual basis or adding a separate metric that displays the running total billed to date would…
1 vote -
Turn off automated email for deposit request
When we've signed estimates in the home with the customer, received a paper check in person, it still automatically sends the depost request after signing. I've had two customers call in a panic this week alone. There should be the ability to stop that from sending when the payment has been collected. Toggling off the deposit does not solve the problem becasue we need it on the signed contract that the deposit is required. In addition there is no way in JN to send a PDF proof of payment that we recieved in person to the homeowner. This figure needs…
1 vote -
cogs/margin on insurance jobs
In order to have insurance job financial information captured in insights we have to create insurance estimates, which we typically just list the total for work we're performing in a single line item. The bottom widget just assumes a 30% margin (our lowest possible setting) and therefore creates an inaccurate margin for the job. It'd be nice to be able to turn this calculation off on insurance estimates since it's inaccurate and we don't know the true margin until we've supplemented the job - and we'd like to have accurate understanding of average margin on jobs throughout the year.
1 vote -
Credit Card Fees & Profit Tracker
The profit tracker does NOT take into account what the credit card fees are, only the total amount the customer paid. Example: Customer paid invoices by credit card for a total of $1,520.20 which is what the profit tracker shows. $49.29 of that is credit card fees. Therefore the profit tracker shows a surplus of $49.29.
Currently, to find the credit card fees I have to go see how they made their payment, open the payment tab, search their date of payment, find their payment, add their fees together, and the add them to my profit tracker as an expense…
1 vote -
4 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 -
Allow the ability to lockdown price changes for sales reps who can edit estimates.
Allow Sales Reps who can add line items the ability to change line item pricing to be taken away.
1 vote -
Even though the previous functionality was tied to a bug, it added huge value for us and quickly became part of our daily workflow. Being ab
Although the functionality originated from a bug, it became a valuable part of our daily workflow by allowing ACH payment requests without full invoice edit access. Maintaining a clear separation between project management and accounting is essential for us, and granting invoice edit permissions to PMs introduces risk. Without a payments‑only permission, our process is slowed, so a dedicated option to send payment requests without invoice editing would greatly improve efficiency.
1 vote -
Profit Tracker without commissions
The ability to see the gross profit before commission is added and the new profit after the commission are added.
1 vote -
Commission Visibility
We would like commissions in the Profit Tracker to be visible only to the assigned Sales Representative and Admin, while all other assigned team members can view the Profit Tracker without seeing commission amounts.
1 vote -
Date Signed field should be completed when signed
Date Signed field should be completed when signed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists,…
1 vote
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