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Financials

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167 results found

  1. Separating material, labor and markup costs and prices per section option.

    We typically send pricing for multiple scopes of work and when a job is completed and we're getting ready to pay our subcontractors we like to reference the initial estimate to see what we priced for true labor cost and we need to see it per section but right now the labor and material costs are for the entire estimate. An option to see the costs broken out per sections would be helpful.

    2 votes

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  2. Automatic contact info update on transferred estimates. From one job to another.

    Automatic contact info update.
    There has been a few times I have created an estimate in the wrong file/job.

    What if... in this scenario... we could share the estimate to the CORRECT file and nimbus could automatically change the contact info and job at the top of the estimate?

    The other main reason this could be incredibly powerful... Often times we write estimates that are very similar, so instead of running through the entire template again top to bottom, clicking and removing the items that don't pertain, everything would already be set up and we could just change a few…

    1 vote

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  3. Additional Signatures on Fully Signed Estimates

    I would like the ability to add more signatures to an estimate that is already fully signed. For example, if I want to send it to a manager to get signed and approved first then send it to the customer to sign.

    1 vote

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  4. Estimates in Spanish

    I want to be able to create and send estimates in Spanish for my clients that don't speak English.

    1 vote

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  5. Request for Enhanced Document Identification & Preview for Email Attachments

    I'm experiencing a challenge in differentiating between various documents (quotes, invoices, etc.) when attaching them to emails within your system. Currently, the only distinguishing factor is the estimate or invoice number, which doesn't allow us to easily associate documents with specific project details.

    To improve this process, I propose the following enhancements:

    1. Display the "Internal Note" Next to All Documents: This additional description would help users identify the correct documents for attachment more efficiently.

    2. Expandable Document Preview: Allowing users to click on a document's small image to see it in a larger format would provide visual confirmation of the content,…

    1 vote

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  6. Estimate Total field at bottom editable

    Would like to have the total price editable. We would like to put in our product list and then a total contract price and then the system will auto calculate the price on each product.

    1 vote

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  7. Create A Separate Summary of Markup vs Additional Markup

    I'd like to be able to use the main line item markup section as overhead recovery, then have additional markup on top of that. This would be atainable with a workaround if the estimate breakdown showed the line item markup as a separate subtotal before the additional markup.

    1 vote

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  8. Set Margins by Estimate Section

    Currently you can only set margin line by line or for the whole estimate. A function to set each section at it's own margin would be helpful.

    1 vote

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  9. Duplicate an Estimate

    There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.

    1 vote

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  10. Printable signature lines for estimates or contracts

    It would be great if the signature template field added a signature line to the estimate or document like a contract, that way the document could be printed and signed in person.

    1 vote

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  11. 8 votes

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  12. Send email with multiple attachments that can be signed

    Create email using a template then add an estimate and other documents that need to be signed. Currently 3 separate processes. Send an email, send an estimate with out the verbiage you need in body of email. The crest document and send that to be signed

    3 votes

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  13. Change warning message text for when a user tries to edit an existing estimate

    there's a warning message when I try to edit a voided estimate that says the estimate is approved, even if it was never signed.

    1 vote

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  14. Edit Smart Estimate PDF layout

    Add ability to edit the layout for smart estimates once they are generated

    2 votes

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  15. Clean up estimate section titles & description layout

    Please see the attached screenshots. Can the estimate section titles & description layout be cleaned up a bit?

    Ideally one would be able to just enter a long title and NOT have the text wrap down to multiple lines due to the container restrictions. If that is not possible, then can the container alignments of the section descriptions and line item descriptions at least be aligned?!

    The current alignments shown below are very sloppy. Thank you!

    5 votes

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  16. Approve

    When sending an estimate the customers to have the ability to click approve estimate or decline
    Kinda like quick books does

    1 vote

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  17. Smart Estimates Upgrade

    It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.

    3 votes

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  18. Increase maximum sections on Estimate Templates

    I would like to be able to have more than 25 sections on my estimate templates.

    1 vote

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  19. Move financials between jobs

    Ability to move financials between jobs

    1 vote

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  20. Why doesn't signature status update the estimate status?

    If the signature status on an estimate is modified to fully signed, why would this not automatically update the estimate status to approved? That's the whole point of requesting a signature. This isn't even possible through an automation. The signature requests are clunky as is, but we require them on some jobs for liability reasons, but we have an automation that creates a task when the estimate is marked as approved but this doesn't happen if the signature status doesn't update the estimate status.

    1 vote

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