Financials
398 results found
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Allowing a manually logged payment to apply to a specific split payment in an invoice
Currently, if you log a payment manually and apply it to an invoice that has scheduled payments at different stages or progress through a job, you can select which split payment to apply it to. On the invoice, it will remove the split payment name of "deposit," for example, and only say "payment" with the date. Overall, it looks kind of rough and confused for a customer, especially since the customer has access to this invoice.
2 votes -
2 votes
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Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout
Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.
Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.
1 vote -
AI Tool for Calendar and Financial Documents
Customer would like AI Tools to be incorporated to tell it to add to calendar and or create work orders or submit material purchases
1 vote -
Ability to relate multiple jobs to one profit tracker report (specifically for actual revenue)
I'm a fence contractor and often have to split quotes out based on one or more neighbors contributions.
To do this, We create separate "Jobs" for each customer and they all have their own paper trail.
However, for Work orders, Materials, and Budgets, we use on master "Job" and manually enter the information.
With Budgets going away, we are going to lose a way to track these projects.
Being able to link multiple jobs to one profit tracker would be very helpful. Or the ability to manually enter payments would be helpful also.
Splitting jobs between neighbors is very specific…
1 vote -
Additional Item Types for Products & Services
Currently you can only identify a product or service as 'labor' or 'material'. This makes it difficult to accurately job cost when we have to include other items/services in our estimates and jobs such as equipment rentals, disposal fees, permits, and other administrative/miscellaneous costs that don't necessarily fall under 'labor' or 'materials'. It would be nice to be able to categorize those items accordingly so we can accurately budget for these items.
Additional item types could include:
Equipment
Disposal
Other (this would be for any other product or service that doesn't fall under labor, material, or the two listed above)4 votes -
Show Materials Listed w/ Quantities for Better/Best options
Right now when someone chooses the better or best option, we can only see materials listed with no quantities. It does not show us the amount of materials listed on the ordering section once the contract has been signed as they selected one of the options that includes everything from the previous selection (good, better, best).
1 vote -
Creating Material Order - SLOW
Goodness, when you create a material order and it's integrated to a supplier, it goes slow as molasses, like you're running an old computer. If you have to create a material order from scratch or start with a material order template, it makes the process take a LOT longer than it should. Very slow...need speed.
1 voteThis is being worked on currently and we hope to have the solution out soon
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Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
2 votes -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
3 votes -
Linked Job Name Not Updating in Budget
When the job name is changed, the linked job name in the budget does not update automatically and continues to reference the old job name. Additionally, the system does not allow manual correction of the linked job name. To ensure accurate reporting and reduce confusion, the system should either automatically update the linked job name in the budget or provide users with the ability to manually update it as needed.
1 vote -
Emailing Estimate to the customer
Have the email template that is set up show up in the email box when sending the estimate to the customer so that we can see that there is a message there and it doesn't look like a blank message being sent to the customer.
3 votes -
SQ to NSE "We can help you with" field is missing
User would like to be able to use the setting from SumoQuote on the New Estimate Experience under Configure> Branding> Account Details> "We can help you with" field to add additional context to the Title page of the Estimates
1 vote -
No Email Necessary; for Approval on Estimates to convert to an Invoice
If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.
5 votes -
Smart Estimate
Option for some folks like our selfs to continue using smart estimates to create internal documents that we would be able to edit and leaving the NSE as separate option for presentation to the customers when creating proposals.
Example -
Smart Estimate - We use the smart estimates to pricing on a project - we then use this internal document (estimate) to create work orders, material orders and make any internal adjustments as needed (pre/post project) without reflecting on the proposal.
NSE - Use the NSE as a form of presentation (Proposal) where you have a pre built template with…
1 vote -
Rotate Photos with one click
Be able to rotate photos when annotating them in the inspection page...right now the rotate function makes you click dozens of times just to get a 90 degree rotation.
1 vote -
2 votes
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Financing Show All Options on NSE Estimate
Currently, with the Sunlight Financial Integration on the New Sales Experience, can only provide one financing option at a time. It would be better if we could just have it show all the options, and the customer could then choose. This would reduce the time for us and allow the customer to make that decision themselves.
5 votes -
Add "Roof Load" to Delivery Options on Material Orders (QXO/Beacon)
Most of our jobs (around 90%) require materials to be loaded directly onto the roof. Currently, the Shipping Method dropdown only includes “PICKUP” and “GROUND DROP.” We're forced to manually type "Please ROOFLOAD" into the Note to Supplier field, which risks being forgotten and could result in incorrect delivery.
We’d like “ROOF LOAD” added as a selectable Shipping Method so it can be consistently applied and communicated to suppliers. This option is already available when ordering through QXO, so we hope it can be added similarly in JobNimbus.
5 votes -
Templates for "Cost" in Profit Tracker
It would be helpful to be able to make templates for the Cost tab if we are entering information manually. Being able to create a template would save us a lot of time.
1 vote
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