Financials
336 results found
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Customize Estimate Font Color for Branding
On the estimate layouts in the New Sales Experience, we'd like to be able to edit the font color in some sections to our brand colors.
2 votes -
Simple Estimates for Insurance Companies
When sending an estimate to an insurance company it only needs to be one page with minimal details, in the NSE Estimates when creating a simple layout it's still 3-4 pages. The insurance company doesn't need an estimate with the fancy professional look that we provide to our customers. Before doing away with legacy estimates, can more customization be added to the NSE Estimates to allow for condensing the visual elements and additional pages?
3 votes -
View estimate figures after sending
I would like to be able to click on an estimate to see the figures after I sent. I don't need to edit it, just view what figures I put down. Right now I end up duplicating and deleting. Am I missing something?
1 vote -
Progress Billing and Partial AR Closure on Single Invoice
For insurance restoration projects with long supplement approvals and multiple trades, JobNimbus currently requires either a single open invoice or multiple invoices, neither of which aligns with industry payment practices.
Requested Improvements: 1) Enable progress billing on a single invoice, allowing partial payments to be applied and portions of the invoice to be marked as completed by phase or trade. 2) Update AR reporting to show progress payments and remaining balances against the total supplement amount. 3) Allow tracking of work completion by phase or trade within the invoice, using custom fields or structured notes.
These features would improve AR…1 vote -
Commission visible in Profit Summary
I want my sales team to be able to see what commission they can expect if they sell a specific job.
1 vote -
Allow to add more payment methods such as Zelle, Venmo, CashApp, etc.
Allow to add more payment methods such as Zelle, Venmo, CashApp, etc. I want to be able to choose different Metro payments and have a accurately recorded.
1 vote -
Send Estimates for Signature Through Text
For those using the text feature, it would be nice to be able to send the prepared NSE docs for signature through text message
1 vote -
If you set it to only go off of Margin, then the system should only calculate off of Margin.
Currently, the NSE estimate system adjusts the margin percentage automatically based on a couple of different things. 1. The price set of the product in Products & Services. 2. The markup percentage on that product, even though it's set to only go off of Margin. This will throw off the margin and even go below the set margin minimum, which can lead to loss of business if not noticed, and the estimate is sent off without notice. Having set up warnings of adjusting prices and how it will affect the margin calculations, or making it more obvious what the margin…
1 vote -
Turn off estimate emails
I would like the option to turn off the email requesting the down payment when marking an estimate as signed. We have some customers that come in and physically sign a copy of the estimate and when I go into the new estimates and mark it signed it automatically sends out an email and requests a down payment even though they have made the payment. This has become confusing for our customers as they think that we have lost their payments.
1 vote -
1 vote
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Profit Tracker in-depth breakdowns
Profit tracker gives you a data table or graph, quite often, to represent the data pulled from different profit trackers on the jobs themselves. If you could click on a specific data field in the profit tracker insights page and see a breakdown, or even simply a link that will take you directly to the job the data is associated would save so much time when browsing the data and checking and validating that it is legit.
1 vote -
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1 vote -
Profit Tracker & Commissions Need Option for Percentage of Actual Profit
We need an option to define commission as a percentage of the actual profit. ALSO In the Job Overview page, under the financial summary, under the Job Value, it would be helpful to have an option to change planned profit to actual profit
1 vote -
Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
2 votes -
Logo wants description functionality to be editable for Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
1 vote -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at…
1 vote -
Marking a estimate as signed
If a customer has verbally agreed to an estimate and we mark it as signed, don't want an email sent to the customer or the option to decline the email being sent asking for the deposit. Want to be able to mark it as signed so that we can convert the estimate to an invoice.
3 votes -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
1 vote -
Allow manually added payments to apply to specific split payments on an invoice.
Currently, if you add a manual payment to a job's financials, there is no way to apply that payment to a specific split payment on an invoice. The payment applies generally to the invoice and will delete or close out the first split payments until the invoice has been paid in full, but the payment does not show which split it applied to. Only shows the date the payment was applied. Being able to see exactly which payment applied to what split would look a lot cleaner and less confusing for the customer.
2 votes
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