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Financials

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256 results found

  1. Set expiration date for estimates

    We want to be able to set estimates to expire after a certain time frame.

    20 votes

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  2. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    6 votes

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  3. Ability or button that would auto update product and services when pulled from saved estimates.

    Ability or button that would auto update product and services when pulled from saved estimates.

    2 votes

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  4. Late fee after no payment by a certain date

    Please have a way to add a late fee after payment isnt made by certain date

    7 votes

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    Viewed  ·  1 comment  ·  Payments  ·  Admin →
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  5. Searchable sections

    Make sections able to be searched for. This way you can have a bundle of line items under a section name that represent something, like changing a skylight for example that will have material and labor line items pop up under it, then be able to choose a quantity for the section and a markup per section (we have different margins for different trades). It feels like the smart estimates are trying to do this, but this would be a great supplement to that and make a large portion of the other features in JobNimbus a lot more helpful.

    2 votes

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  6. Sort Subcontractor List

    I would like to be able to sort the subcontractor list on the work order page.

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  7. Products & Service supplier details

    For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);

    Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.

    Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.

    2 votes

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  8. Dates on Split payments. Leave the blank or modify later.

    It would be great if we could create a split invoice without the need to enter a payment date for each percentage.

    20 votes

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    4 comments  ·  Payments  ·  Admin →
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  9. Work Order Attachment

    The ability to attach photos to a work order before it goes out to the installer.

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  10. Be able to record commission overrides

    Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.

    6 votes

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  11. 5 votes

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  12. Invoices Reflecting Overpayment

    Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

    18 votes

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    0 comments  ·  Invoices  ·  Admin →
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  13. Budget automation

    Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?

    14 votes

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  14. Turn two estimates into one invoice

    It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.

    6 votes

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  15. Custom Totals in estimates

    Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.

    15 votes

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  16. Smart estimate adding text for contract

    Please add a way to add contract language/verbiage to the smart estimate

    5 votes

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  17. Toggle Button for credit card fees on estimate.

    We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you

    11 votes

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    0 comments  ·  Payments  ·  Admin →
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  18. Automation to convert financials once certain status is reached

    The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  19. DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION

    Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.

    3 votes

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  20. Set new default Estimate Template when creating new estimate

    Reorder estimate design template options when creating new estimate

    2 votes

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