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Financials

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298 results found

  1. Toggle on/off whether item name is shown on the estimate details page on NEW SALES EXPERIENCE.

    Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:

    Item name = {item number} {truncated item description}
    Item description = {long item description}

    Example:
    Item name= 2003 Hardieplank 8 1/4" CM Lap
    Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"

    In the New Sales Experience, in the estimate details page, the line…

    4 votes

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  2. 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

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  3. Multiple Spots for Signature/Initials in NSE

    It would be nice if we had the option to insert a signature/initial field in the Estimate for NSE. Right now, there is only the one signature page available, and this doesn't work for our business at this time. Currently, we are sending our Project Agreements through Adobe Sign, but would prefer to have everything in one place!

    1 vote

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  4. Revolutionizing Payroll: The Future of Paystub Management in 2025

    The year 2025 marks a major shift for businesses striving to optimize their payroll processes. Automation and digital technologies are at the forefront, revolutionizing traditional paystub management into a streamlined, efficient, and error-free system. These advancements not only simplify payroll tasks but also enhance compliance and employee satisfaction. This article delves into the latest technological trends in paystub management, highlighting key benefits and strategies for businesses looking to modernize their payroll operations.

    The Evolution of Paystub Management

    Historically, managing paystubs was a cumbersome task, fraught with manual data entry errors, lengthy processing times, and challenges in data storage and retrieval.…

    2 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  5. please allow more the 31 characters in the product name

    only being allowed 31 characters in the product name is a pain it would be nice to be able to have more.

    I tried to enter (Chimney flashing w/ counter flashing) and it is too big so I had to drop the last flashing to make it work

    1 vote

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  6. Invoice Split Payment Terms - custom

    With the custom terms on invoices - Please consider allowing us to put in custom amounts instead of percentages.

    For instance we always collect the deduct separate when we do insurance jobs. It would be helpful to be able to have a custom payment due for the deductible amount.

    4 votes

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    0 comments  ·  Invoices  ·  Admin →
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  7. Show Revenue as Pre-Tax in Profit Tracker

    Revenue in profit tracker is showed with sales tax included. Revenue should show the pre-tax amount, or at least give us the option to remove the sales tax from revenue.

    1 vote

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  8. Payments

    If a payment is returned to have that deduct from what has been paid. Also would like it to show in Jobnimbus if there is a credit on an invoice after payments.

    1 vote

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    0 comments  ·  Payments  ·  Admin →
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  9. 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.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  10. Ability for sales rep to choose financing options from mobile app

    Ability for sales rep to choose financing options from mobile app, when creating estimates

    3 votes

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  11. Ability to set the required margins per workflow not just one overall

    Having more than one type of job we do, we have different required margins and there is an option for only ONE set margin. I'd like to have the ability to set the required margins per workflow, not a blanket margin.

    8 votes

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  12. 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)

    1 vote

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  13. delivery options

    Add an option for roof load under the delivery options

    1 vote

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    0 comments  ·  Material Orders  ·  Admin →
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  14. PayStubs Planet

    Generate professional paystubs with ease using our online paystub generator. Effortlessly create accurate documentation in minutes.

    https://paystubsplanet.com/

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  15. Import Measurements to Material Orders and Work Orders without estimate conversion.

    I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.

    It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…

    1 vote

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  16. Toggle on and off button for supplemental items listed in estimate but not approved yet from insurance

    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.

    1 vote

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  17. devin@thelatopteam.com

    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.

    1 vote

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  18. CC email feature for web version. As of now only the mobile version features Carbon Copying.

    Currently only the mobile version allows you to CC multiple email addresses to the email.
    Web version should allow you to carbon copy as well.

    2 votes

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    0 comments  ·  Templates  ·  Admin →
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  19. 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

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  20. 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

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    0 comments  ·  Payments  ·  Admin →
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