Financials
538 results found
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Fill NSE Estimate Cover with Single Names
Currently, NSE Estimates require that the contact has a First and Last name to use those names on the estimate cover page. Otherwise, it fills in the Job Name. However, some users work with entities and not people, so the ability to use a singular entity name would be great. That way, we can avoid an arbitrary name split to satisfy the First/Last requirement.
2 votes -
Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
32 votes -
Void Expired Estimate
I would love the option to have an estimate automatically voided when a job is moved to lost sales, or at least be able to set up an automation that voids estimates if xyz requirements are met. We have had situations where a customer signed an old contract instead of the updated pricing estimate months later by finding the email and getting the new link sent to her and being able to sign. It was a repair that went through before we noticed but it was 8 months apart from their new estimate and therefore a major pricing increase that…
1 vote -
Deactivate or Hide Estimates
It would be amazing if there was a way to either hide or deactivate an estimate instead of completely deleting them. Especially now with all the JobNimbus updates. Another reason for this is if we want to try a new concept or strategy, we can turn off the old estimate templates or layouts to try the new ones.
1 vote -
WO Sidebar
Implement the same 'sidebar' functionality that the new job boards have where you can click on a job card and preview/make edits without having to leave the board.
1 vote -
Default Internal Note on Estimate Templates
Would it be possible to include a default internal note when we design estimate layouts? On certain types, I'd like to include things like "Inspection Report", "Emergency Services", or "Insurance Contingency Agreement" so when we look at all the estimates on a job, it makes it a little bit easier on our team.
1 vote -
custom page
Provide the opportunity to add company logo and the ability to include graphical design elements to a custom page using the "Text Page " Page type.. The low hanging fruit would be the company logo as an insert token option. or the ability paste an image into the page.
1 vote -
1 vote
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NSE Customization of Colors throughout the Estimate
Would like to be able to customize the color on the individual line items. We don't like that the grey color is there and want to change the colors.
3 votes -
1 vote
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Make all tiles removable
There are two tiles at the top of profit tracker that cannot be removed from permanent view. Allow us to move all of them off the top.
1 vote -
Actual profit margin after commissions
Need a tile at the top for actual profit margin after commission - the current actual profit margin calculates the percentage only before commissions are taken out
1 vote -
Company info on NSE Estimates Cover Page
In the Legacy Estimates, there was a way to put company info onto the estimate at the top. We could make it reference the actual data in our account, so it wouldn't need to be updated on the layout if we updated it in the company info. However, with the NSE cover page, we cannot do that. It would be great if we could get some fields for that or, even better, a way to get it to reference account data and do it so we wouldn't even need to update the layout directly later if the info changed in…
1 vote -
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?
6 votes -
Show Estimate ID on Estimate PDF
We send multiple estimates to general contractors and estimate numbers are an easily identifiable way to track them rather than a long name.
GIVE AN OPTION TO HAVE ESTIMATE NUMBERS VISIBLE ON THE ESTIMATE. We want to see the estimate number and so do our clients. Right now there is no estimate number anywhere on the estimate, not even in the email headline. We want the option to see the estimate number since that is how we identify which estimate is which8 votes -
Review Line Item Data after Estimate Signing
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
6 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.
5 votes -
Minimum Margin Per Workflow
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.
13 votes -
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
1 vote -
1 vote
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