Financials
399 results found
-
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 -
Hide Line Item Totals in New Material Orders
Would like the option to hide the line item totals in the material order so that when I send it to my supplier. The legacy version use to have an area that you could toggle off the quantity and numbers, that way someone would not see that section, but I could still see it on the document in the documents section of the job. Would love for that feature to be extended NSE Material Orders.
1 vote -
Turn off Credit/Debit card option
In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?
8 votes -
Collect Interest on Past-Due Invoices
Wants an ability to enable interest charges on past due invoices
7 votes -
Add Headers and Footers to Estimates
update header and footer of estimates
6 votes -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
1 vote -
Template Field/Estimate Token for Estimate Approved Date or Date Signed
In the state of PA, we are required by law to include two copies of a "Right to Cancel" form with any estimate we create and send to a customer. We are trying to set up our estimates to include one, but we are running into a snag: There is no estimate token that allows us to include the date that the estimate was signed. Please create a token where when we build out a custom page document in NSE, that will include the date the estimate was signed, so that we can have it populate on that necessary, legal…
1 vote -
Increase the Photo Limit on New Sales Experience Estimates
Currently, the formatting for the inspection page on new sales experience estimates will only allow 10 MB per image. There also doesn't seem to be a limitation on HOW MANY of those images you can upload before the system can't handle it.
1 vote -
Require Multiple Pages to be Signed on an Estimate (Not Just Initialed)
We need a PDF page inserted into our contract that needs to be signed by the homeowner. This page is required by law to be signed every time we contract a job with a Homeowner and Explicitly state that initials do not work. WE SHOULD BE ABLE TO REQUEST A FULL SIGNATURE in specific sections of a page.
1 vote -
When setting a discount for an estimate, allow a toggle to apply to all options and upgrades on the estimate.
The current setup on estimates is that a discount only applies to one option on an estimate. It would be incredible to allow a toggle option that applies the same discount to each option and upgrades within the estimate.
2 votes -
Saving annotated photos from the estimate directly to job photos
If you edit a photo within an estimate to annotate the photo or mark it up there is no easy way to then save that edited photo directly to the job's photos.
2 votes -
Enlarge Special Instructions Box on Financial Documents
Make the "special instructions" box much bigger. We always put a bunch of critical info for the crew here. Right now, it's the tiniest text box!!
let's make it bigger please!
1 vote -
When clicking into a disabled page on an estimate that it doesn't re-enable it to be viewed.
The ability to click into a hidden page on an estimate without re-enabling it for viewing.
2 votes -
Ability to add our logo to all pages of an estimate
We won't always use a cover page on our estimates, so being able to add our logo to different pages in an estimate would be amazing
2 votes -
Commission visible in Profit Summary
I want my sales team to be able to see what commission they can expect if they sell a specific job.
1 vote -
Ability to add more than one person to the Proposal Email
Right now we can only email one person. Even if we add another signer and their email address the email only makes it to one signer! We have multiple individuals who need to see the proposal and a way to send the proposal to more than one person.
2 votes -
2 votes
-
Turn off estimate emails
I would like the option to turn off the email requesting the down payment when marking an estimate as signed. We have some customers that come in and physically sign a copy of the estimate and when I go into the new estimates and mark it signed it automatically sends out an email and requests a down payment even though they have made the payment. This has become confusing for our customers as they think that we have lost their payments.
1 vote -
1 vote
- Don't see your idea?