Financials
374 results found
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Remove Sections from Invoice
On legacy invoices "Section" or "Section" total wasn't required, on the new invoice tool it is - our invoices aren't complex enough to need multiple sections or even a section title. We would like to be able to add products without a section/title again, it's an unnecessary extra step impacting our workflow
2 votes -
Profit tracker
Have the profit/job cost tracker pull the revenue from the invoices not from the estimates. Sometimes we quote a job for xx amount, and then mid job there's extras that come up. We don't build another estimate for the extras we just invoice it.
Pulling from the estimates only causes false data in the tracker
1 vote -
Allow for Required Fields or Steps in Estimates
User would like to have a required field or step for ensuring that when their Sales Reps are building the Estimates they don't send for signing before certain things are done
i.e. must add specific items or quantities before the Review and Share button is active
1 vote -
Show Credit Balances on Payment & Invoices
If a customer has overpaid their invoice, JN should have a field on this screen that reflects that credit balance, so that we know that customer should be refunded when we run an AR report or when we are viewing the payment/invoice screen.
3 votes -
Ability to text customers the link to sign an estimate
I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.
2 votes -
Clarity on where Templates are being built and used
There is some confusion on the phrasing of 'Template' when it comes to the Estimates and Material Orders in NSE.
Since the Estimate Layouts have Estimate Templates, and then the Estimate Templates can be applied to Material Orders, they'd like to have some wording updated so that they know where and when they can use the 'Templates' built
1 vote -
Enter bills into Profit Tracker
We are currently using the profit tracker. As a bill comes in we currently enter that bill into the Profit Tracker and then Quickbooks. We would love the ability to enter the bill into the profit tracker and have the bill sync automatically to QB. This would be a much more efficient. I believe other CRMs like Acculynx are already doing it this way.
2 votes -
Commissions Visability
Allow for Sales Reps to see commissions that ONLY apply to them, and no other team members.
1 vote -
Cover page sales rep names
I see on the cover page of nse you can included the sale rep email and phone number but you cant included their sale name and buisiness information.
5 votes -
Add multiple contacts to invoice to show all responsible parties
I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!
2 votes -
Custom Measurement Token
I want to be able to create a measurement token that combines the input of other tokens. For example, I combine the sum of Total Rakes + Total Eaves into one token
1 vote -
Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout
Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.
Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.
1 vote -
AI Tool for Calendar and Financial Documents
Customer would like AI Tools to be incorporated to tell it to add to calendar and or create work orders or submit material purchases
1 vote -
Allow one payment to apply to multiple invoices and show the credit amount automatically
We ran one payment in JobNimbus Payments for two invoices on a job, and we weren't able to apply it to the two invoices, so we had to manually record it as two separate payments. It'd be really helpful to apply the payment to multiple invoices or at least to show a preview of the credit available on a payment if it was over the invoiced amount rather than having to manually create a credit memo.
2 votes -
Ability to relate multiple jobs to one profit tracker report (specifically for actual revenue)
I'm a fence contractor and often have to split quotes out based on one or more neighbors contributions.
To do this, We create separate "Jobs" for each customer and they all have their own paper trail.
However, for Work orders, Materials, and Budgets, we use on master "Job" and manually enter the information.
With Budgets going away, we are going to lose a way to track these projects.
Being able to link multiple jobs to one profit tracker would be very helpful. Or the ability to manually enter payments would be helpful also.
Splitting jobs between neighbors is very specific…
1 vote -
Automatically update customer info on documents
When a job/contact info is changed, like the customers name or address, can this automatically update on the estimate/invoice?
2 votes -
Fix error when adding a credit/discount line item in NSE Estimates
If you type "-25" in the price box for a line item on the new estimates experience, the system shows an orange error bar up top and changes the result in the price box to "NaN25". You have to instead type in "25" click out of the box, then click back on the box to type the "-" before the numbers in order for the system to accept the credit/discount amount properly.
2 votes -
View Cost for Items in Column on NSE like you can in Legacy Estimates
On Legacy we can easily see the item cost on each line as we build the estimate, it's critical that this view is implemented to the New Sales Experience Estimates before Legacy Estimates are retired.
2 votes -
Show Materials Listed w/ Quantities for Better/Best options
Right now when someone chooses the better or best option, we can only see materials listed with no quantities. It does not show us the amount of materials listed on the ordering section once the contract has been signed as they selected one of the options that includes everything from the previous selection (good, better, best).
1 vote -
Creating Material Order - SLOW
Goodness, when you create a material order and it's integrated to a supplier, it goes slow as molasses, like you're running an old computer. If you have to create a material order from scratch or start with a material order template, it makes the process take a LOT longer than it should. Very slow...need speed.
1 vote
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