Financials
222 results found
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Automated Estimate/proposals
It would be useful when creating an estimate, to have the ability to enter in product's width and length and have it automatically calculate how much of the product will be used, along with hrs. it will take to complete said project.
6 votes -
Able to Add Total Labor and Total Materials as Invoice Report Column Option
Include the total labor cost and total material cost in an invoice report as a column option. When I run a weekly or monthly invoice report, I can see the total invoice price and the total costs as line items, but really need to see the total material and total labor breakdown also. It shows on the invoice -- just want to add it as a column option, exactly like Total, Total Cost, Total Paid, Balance, etc options
2 votes -
Page breaks on estimates or invoices
Right now if there are too many items or long item descriptions on an estimate or invoice then the page break cuts off some of the information and makes it difficult for contacts to read. We need that ability to insert page breaks to avoid this.
4 votes -
Hide amounts or not to hide amounts, or items
I want to be able to hide or not hide items individually within a section.
i.e.
I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.
2 votes -
Convert invoice to Paid in Full Receipt
We would like to be able to convert an invoice into a Paid in Full receipt. We have a template design for this but when we sent it to our customer it still shows as an invoice and there are times they don't open the invoice to see it's paid in full. It causes them confusion and makes them think they are being charged again. If we could convert the invoice to a receipt, 1) the file would show receipt, and 2) there could be a separate email to auto-send with the receipt that shows receipt instead of invoice
2 votes -
Add logos of credit card companies to Invoice templates
Ability to insert photos into invoice templates such as "Amex" or "Visa" so customers know we accept these types of credit card payments
3 votes -
Change Material Order Status
Would like to manually change the status of a material order like you can an estimate.
12 votes -
Ability to use template custom fields in line items
Like template fields on an estimate, it would be great to be able to use fields that auto populate in the line items of an estimate that can draw data from a contact field. This would be helpful for repeated estimates that need the same/similar data.
2 votes -
Material Tax on Budgets
Would like to include material tax on budgets
4 votes -
Formula section for Estimates
I think we need a section that allows us to be able to create simple formulas with the estimate lines. For example: My team uses Hover for a siding estimate. They enter the linear feet of trim that hover displays for "Outside Corners" and it is in a "James Hardie Template". The formula I would need to write is: Outside Corner Linear Feet * .05 (round up) / 12 (12' is the length of the trim for James Hardie)
Don’t get hung up on Hover. We don’t always need a hover, but having that capability to convert a line item…
2 votes -
Accepting Down payments on jobs (Accrual basis of accounting)
Has anyone found a good work around for accepting down payments for jobs that will not start for at least 4-6 weeks. We are on the accrual basis of accounting and currently JobNimbus has us doing an invoice for the down payment then posting a payment against that invoice. This invoice transfers to Quickbooks as unearned revenue which is where it's supposed to go. W
Weeks later, when we start the job, we convert the estimate to an invoice when recognize the income. The problem is the people are getting confused as to what to tell the client they need…
4 votes -
4 votes
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Estimate > Add Section > More options for the drop down menu for line items.
When creating sections in an estimate, the drop down menu for "Hide line Items amounts", It not only hides the "Amount" Column but also the "Qty" column. It would be nice to have the option to show the amount of the section total but also show the "Qty" column.
9 votes -
Custom field pulls from estimate totals
Can there be a custom contact field that pulls from estimate and invoice totals (subtotal, section total, etc.)?
4 votes -
Delivery Date for Material Orders
Would like to be able to track Delivery Date on Material Orders and see that able to be referenced in our templates, reports and automationsfor related records as well.
8 votes -
Add document or photo attachment to Estimate
We haven't been using estimates via JN because we often attach product photo or layout documents on our proposals/estimates and I can't seem to find a way to do that via JobNimbus. We would really love to start utilizing digital signatures however. Can you add the ability to upload a file or image that gets sent over as an additional page to the estimate? We can send the other info separately in an email but then they really aren't signing the full scope of work. Only what can be sent through JobNimbus.
16 votes -
Amount Option on Work Order Template
Work order template amount option would be amazing our crews always ask for it. Please Please add this option like you have in estimates to where each line item can total out. Thank you
7 votes -
Workflows for Material Orders
Ability to create workflows for Material orders just like we do for Work Orders. We would love to have statuses for Materials Orders such as "need to order", "on order", "received", backordered, etc. We could then create boards and use automation.
9 votes -
Temporary Products
The ability to add products in estimates/invoices without saving the products permanently.
4 votes -
Remove Subtotal and Total from Estimates
It would be great if estimate templates were more customizable so that we can remove total/subtotal from estimates when necessary.
4 votesWe are adding some display functionality in estimates that allows for showing/hiding totals and section totals. This will be ready in the next 3-4 weeks.
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