Financials
52 results found
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Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
5 votes -
ability to attach pdf to work order
Would like to be able to attach pdf's to Work Orders (currently can only attach photos). I have to either retype the entire scope into the work order or follow up every Work Order with an email attaching the scope. Sad face for the double work.
22 votes -
A commission sheet that i can print off for salesman
I really wish there was a section where I could print off a commission sheet for salesman. Right now I am building one in the budget form for them and then printing it. There is not a print button in this section and it makes it very difficult. We would also like the option of net profit.
70 votesThis is interesting idea! I’ll talk to our team and see if we can do this.
Thanks for the feedback.
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Easier way to add line items between other line items
Have you tried dragging and dropping a new item near the top of the page on a large 30 line or more estimate? It's tedious, and amazingly time consuming, especially since the browser doesn't auto scroll up and follow the dragged item with the cursor. When moving an item above the fold you have to drag it, then drop it, then scroll up, then drag it then drop it, then scroll up. It's like carrying a 100 lb gorilla that is too heavy to carry. So you have to keep setting him down take a breather then carry him again…
15 votesSorry you’ve had difficulties with this! We already have ideas formulating for improving this experience. We’ll do what we can to release those ideas when they’re ready!
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Deposit Required Line for Estimates
Is there a way to add a Deposit Value on quotes.
So the sums total would look like this.
Quote Price $10,000.00
TAX $500.00
Sub Total $10,500.00
Deposit Required $5,000.00
Balance Due on Completion $5,500.0022 votesThere isn’t a way to require a deposit at this time on the estimate, but you can add it as a line item and that will help in the meantime until we have more native support of this feature.
We’ll keep you posted!
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Job Profit Calculation (Job Costing) - Estimate vs. Actual
Once all said and done, It would be nice to get a profit calculated for the Job. The 'Budget" has some nice features that could accomplish some of these things but would need to expanded. Some of the things to include
1) Material cost
2) Labor Cost (per employee) Cost vary
3) a)Original price Line for projject
b) Added/Subtracted Change orders as line items
c) Total Job Price
4) More choices, teirs to calculate the commission
5) Able to print out as well as save per job75 votesThis is an interesting idea. I’ll talk to our team and see if we could do it.
Thanks for your feedback.
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Totals for Labor & Material Cost shown when editing
The new labor and material split integration is great. However, not showing the total labor and total material at the bottom of the estimate (for us, not the customer) makes it very difficult to find what the totals are. We would have to add up each line item (sometimes 40 line items) to find the total labor cost and total material cost for each estimate. This makes tracking efficiency of estimates very hard when comparing estimate to actual.
11 votes -
Automatic Recurring Invoicing
The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.
5 votes -
Warning When Attempting to Edit, Attach to Contacts/Jobs that are Archived
Have a pop up on Paid and Closed clients when someone attempts to add an attachment?
We are running into an issue with invoices added to the job after it is closed - which we can adjust - but the person needs to be informed it is Paid and Closed so they can contact the office.The pop-up could say, "Paid and Closed Client. Do you wish to proceed?"
20 votes -
Percentage finance charge
We would like to be able to assess a finance charge on a past due invoice at a certain percentage rate that could change... At this time, it has to be manually calculated.
11 votes -
Decimal Point Control - More or less decimal points in Quantity
Some of our billing is progressive on the terms of 3 payments broken into 1/3, 1/3, then the balance. If I put .33333333 (since JN doesn't automatically convert the fraction 1/3 to a decimal) in the quantity column and the price of $16500, JN returns a value of $5445.00 which is due to the fact JN takes my .33333333 and shortens it to .33.
$16500 x .33 = $5445
$16500 x .333333333 = $5500$5445 is $55 short of the $5500 I should be charging on our first bill.
Of course the workaround in the meantime is to enter "1/3…
12 votes -
Sync Budgets/Job Costs With Quickbook
So all appropriate parties could see actual current expenses to compare to their job budgets.
60 votes -
Ability to attach EagleViews or Scope Reports to Work Orders
I see the awesome new feature that allows us to attach photos to work orders or material orders.
This would be great if it could extend to other documents in attachments. For instance; if we could attach the Eagle View along with the Roof Labor Order, it would be more efficient on our end!
I have seen that this idea has been "completed" but it only allows attachment of photos onto labor/material orders for me.....Does our version of Nimbus not support the new function?
19 votes -
Move Invoice and Estimate to different Contact
When there is an error with linking an invoice/estimate/etc to a wrong account, I am unable to find an option to change the "contact" to the correct one when I open up the document. Please make the "contact" field editable like other fields are in JN.
34 votes -
23 votes
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Add Supplier Information / Material Order Fields to Material Orders
Unable to add custom fields or which supplier I am using to the Material Order
34 votesThanks for the suggestion!
In the meantime, you should be able to create custom Contact fields (or Job fields if you have Jobs enabled) for “Supplier” and other fields you want to appear on the Material Order and then have them inserted into the Material Order templates upon creation.
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Auto Save For Estimates, Documents, Templates, etc.
Twice today !!! I lost my whole estimate because I have a stupid laptop!! I would love it if the estimates i was creating would auto-save every few minutes!! PLEASE!!! I have lost more than an hour of work today!! :(
60 votesWe definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.
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Completely Customize Work Order Templates
While I've been able to customize the work orders to some degree, there are a few things that I would like to adjust and can't. Complete customization would be great!
19 votesWhat specifically would you like to customize?
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Page Numbers on Estimate
When creating an estimate and it is longer than one page it would be great to have the pages numbered.
24 votes -
Print preview when creating new templates
When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.
A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....
18 votesDefinitely something that will be coming!
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