Financials
376 results found
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Allow Supplemental Items on NSE Estimates
Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.
2 votes -
Automatically Create Invoice from Signed Estimate or Job Status Change
I would like the ability to have an estimate automatically convert to an invoice once it has been fully signed or have an invoice created once the job changes status (example: to "Estimate Signed").
5 votes -
PayStubs Planet
Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.
2 votes -
Get Payment Link Button
Right now you can only generate this link to JobNimbus Payments if you have Job Nimbus Engage on the Invoice Window. Add a button to simply copy the payment link you are already generating in the Payment Request Template.
This will enable anyone in collections departments to be able to:
-Paste the link anywhere, including their own text message channels
-Send the link outside of Job Nimbus Engage
-Not force us to use this weird work around to extract us
-Not force us to buy into Job Nimbus Engage to even be able to use the work around14 votes -
Different waist factors for different items
We like to have different waist factors for different products like shingles have 1 factor but flashings have another factor. It would be great to have the option to use different factors for every item
1 vote -
Feedback on New Invoicing
With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?
5 votes -
JobNimbus Payments
When a payment is cancelled, generate an email to the customer and to the company email. When the payment is cancelled, returned or voided remove it from the invoice where it was applied and show in Job Nimbus the updated status, such as "voided" , "returned", etc.
3 votes -
I would like the option to name budgets
We use JN for PreCaps as well as the final cap out of a job. Our sales reps have access to this and it keeps them familiar as the job is flowing through production. Also for retail or commercial we would like to use this for a PreCap on our good, better, and best options
13 votes -
12 votes
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3 votes
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New Sales Experience Introduction Page
Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.
6 votes -
💡Boards Feedback/Ideas💡
Please upvote if you agree!
💠 Allow for customization of what is displayed on the body of cards based on the List that it's currently under (today all cards on a Board have the same displayed information across entire Board).
💠 Re-size the board display on web so there isn't two vertical scroll bars. Difficult to scroll left and right due to not being able to see horizontal scroll bar without scrolling page vertical bar.
💠 Enable cards to be right-clicked and opened in a new tab, so users can quickly interact with a job/contact without leaving the Board.
💠…
13 votes -
When creating an estimate being able to send an email with the estimate without needing a signature and auto populate to documents tab
Two Ideas for Estimates
1. Being able to send an estimate via email without needing a signature and just the viewing pleasure
2. Having the estimates auto populate into the "Documents" tab of a customer when finished filling out7 votes -
New Sales Experience Estimates with Financing Options in "Months"
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
2 votes -
"Show More" Product Option on NSE
Allow a "show more" drop down when searching a product to add as a line item. In Legacy Estimates it gives you the option to show more but with nse its only the first 6 in alphabetical order.
5 votes -
Sumo Quote contracts need to be IHCA compliant in verbage
Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?
1 vote -
UNDER THE NEW CREATE ESTIMATE
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
2 votes -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
Need commissions to auto populate so they don't need to be assigned. Also, need the ability to have a manager override commission applied.
Currently, the sales rep is assigned a job, but the system doesn't automatically apply the desired commission structure. This is a very basic feature. Commissions should not have to manually be applied to each job for a sales rep. Furthermore, there should be a feature to enter a manager override commission so that a second commission would automatically be applied to jobs for a particular manager. This could be done by creating a team and applying the override to the members of the team.
1 vote -
Auomatically Include Work Oders, Material Orders, Paymets in Budgets
I would like to be able to automatically push work orders, material orders, payments, etc into the budgets so it's not being input twice.
9 votes
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