Financials
524 results found
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Date Signed field should be completed when signed
Date Signed field should be completed when signed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists,…
1 vote -
Pictures on the "Simple Estimate Mode"
With the new Simple estimate mode, it would be amazing to have a spot to add an image or images. We primarily use the Simple mode for change orders or repairs but would like to attach images to show the areas that we will be doing work on.
1 vote -
Void Expired Estimate
I would love the option to have an estimate automatically voided when a job is moved to lost sales, or at least be able to set up an automation that voids estimates if xyz requirements are met. We have had situations where a customer signed an old contract instead of the updated pricing estimate months later by finding the email and getting the new link sent to her and being able to sign. It was a repair that went through before we noticed but it was 8 months apart from their new estimate and therefore a major pricing increase that…
1 vote -
Deactivate or Hide Estimates
It would be amazing if there was a way to either hide or deactivate an estimate instead of completely deleting them. Especially now with all the JobNimbus updates. Another reason for this is if we want to try a new concept or strategy, we can turn off the old estimate templates or layouts to try the new ones.
1 vote -
WO Sidebar
Implement the same 'sidebar' functionality that the new job boards have where you can click on a job card and preview/make edits without having to leave the board.
1 vote -
Default Internal Note on Estimate Templates
Would it be possible to include a default internal note when we design estimate layouts? On certain types, I'd like to include things like "Inspection Report", "Emergency Services", or "Insurance Contingency Agreement" so when we look at all the estimates on a job, it makes it a little bit easier on our team.
1 vote -
JNP Refunds Sync with Financials in Job
Refunds made through JobNimbus Payments currently do not communicate back into JobNimbus. There is not a 2 way sync with this situation. We would love if the refund made in JNP came through to the payments and carried over to the invoice to make our process more streamlined and clear.
1 vote -
custom page
Provide the opportunity to add company logo and the ability to include graphical design elements to a custom page using the "Text Page " Page type.. The low hanging fruit would be the company logo as an insert token option. or the ability paste an image into the page.
1 vote -
1 vote
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Payment Requests Shouldn't be Controlled by Permission to Create, Edit or Delete an Invoice
If you want to set the permissions for sales people so that they can view an invoice but not be able to create, edit or delete and invoice, that setting should not then cause them to lose the ability to request or process a payment.
I want salespeople to be able to request a 30% deposit from an estimate. This in no way relates to an invoice.
I want them to be able to process a deposit or a final payment for a job while they are at the house. They should be able to do this.
If users want…
1 vote -
1 vote
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Make all tiles removable
There are two tiles at the top of profit tracker that cannot be removed from permanent view. Allow us to move all of them off the top.
1 vote -
Actual profit margin after commissions
Need a tile at the top for actual profit margin after commission - the current actual profit margin calculates the percentage only before commissions are taken out
1 vote -
Company info on NSE Estimates Cover Page
In the Legacy Estimates, there was a way to put company info onto the estimate at the top. We could make it reference the actual data in our account, so it wouldn't need to be updated on the layout if we updated it in the company info. However, with the NSE cover page, we cannot do that. It would be great if we could get some fields for that or, even better, a way to get it to reference account data and do it so we wouldn't even need to update the layout directly later if the info changed in…
1 vote -
Add the "Clean Up" button to Estimates
The "Clean Up" button on material orders that quickly removes all 0 quantity items would be incredibly beneficial on Estimates, especially when using templates for each section on an estimate it's faster to enter the quantity on the items we need and use "Clean Up" rather than individually remove the items we won't need
3 votes -
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
There should be a list of all the sales guys and their current standing in sales, podium style so that we can see whose leading
1 vote -
1 vote
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Be able to add products from different suppliers on an estimate
We would like to have the option to select products from on an estimate. We would like to have cheaper/premium options from different suppliers in the good, better, best options on an estimate.
1 vote -
Add ability to change font size on Footer in Simple Estimate
The font size in the Footer notes in the Simple Estimate is way too large. It is much larger than the item descriptions. Footer font size is typically smaller than the rest of a document. Add the ability to change the font size. This enables me to put T&C in the footer for Simple Estimates. Otherwise, there are no T&C.
2 votes -
Simple Mode
Must be able to "Add a Page" to Simple Mode need to ad the Terms and Conditions" to the template
1 vote
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