Financials
310 results found
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New sales experience - Ability to convert estimates to work orders and material orders
Unlike the legacy format we can no longer convert estimates to work orders and material orders unless they are signed. This is very important for us when we are sending our material or labor lists for subcontractor bidding and supplier pricing prior to presenting our proposals. We tried changing the estimate status to approved, but that doesn't work. Only signed estimates can be converted. We've had to duplicate and edit the estimates to make them look like a WO or MO, and since there are no internal notes available we can't tell what is what looking at the financials screen.
1 vote -
The rep or person assigned to be able to be a authorized signer. So both homeowner and Rep can sign
The thing is you have to manually put the name of the rep and also the email for both to sign. It would be so helpful if the rep that was assigned to the job is another signer along with Homeowner.
3 votes -
2 votes
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Emailing Estimate to the customer
Have the email template that is set up show up in the email box when sending the estimate to the customer so that we can see that there is a message there and it doesn't look like a blank message being sent to the customer.
2 votes -
Multiple Shingle Color Options in Estimates
Having the option to integrate as many colors as are available in one list that the customer can choose from for their shingles.
2 votes -
Material cost in the estimate should reflect the total coming from supplier INCLUDING TAX
When preparing an estimate, there should be an option to calculate the tax that will be paid to the supplier along with the material order. This ensures that the material cost in the estimate reflects the actual total cost, including tax, rather than just the pre-taxed subtotal of the materials needed. Since this doesn't currently build in the tax we will pay to our supplier, the tax that ultimately is charged on the material list cuts into our profit margin since it wasn't accounted for in the estimate.
3 votes -
Option for Estimates to Sync with QBO upon creation AND be able to edit Estimate numbers MANUALLY
Right now, when we create an estimate in JN it does not automatically sync to QuickBooks until it has been ‘approved’, or the status has been changed to ‘sent’. This is causing an issue because the estimate number is not recording in QuickBooks upon creation of the estimates. If an estimate is then created in QuickBooks either by mistake or for any other valid reason, the estimate numbers become duplicated. When this duplicate estimate number occurs, my JN estimate will no longer transfer to QB because there is a confliction of duplicate estimate numbers.
To top it off, I cannot…
1 vote -
Mark up on Estimates
Ability to use the mark up function on estimate similar to how set up on Sumo Quote in the New sales experience.
1 vote -
Have the ability to label a budget. At times we need to create two for one job.
If we could label budgets it would aid in our accuracy in entering the correct expenses in each.
2 votes -
Send proposals and collect signatures from multiple contacts
Proposals need the ability to send to multiple contacts. Right now, the proposal can only be sent to one email address for review and signature. We need the ability to send the proposal to at least two contacts and collect signatures from both. This is imperative in Texas (not sure about other states) which requires both homeowners to sign off on work. This protects us in the event we must file a lien for non-payment and just makes it easier when working with a married couple, etc.
3 votes -
Change order
There is no easy way to do a change order for a customer. They do happen often enough where it's a thing. We have a workaround using Legacy estimates, set as a change order, and then converted to a work order set as a change order.
It's needed under the Estimates because it does affect the project price.
As we use the new experience, I'm worried I'll lose that work around
8 votes -
Add unit of measure to Estimate Details in the Estimate Layout
Unable to show both quantity and unit of measure on an estimate layout for the estimate details page. Also, no control over what quantity is showing... measurement or order quantity. Example, I estimate 20SQ in asphalt shingles and include a formula in the order calculation translating SQ to bundles. Bundles are what are showing as quantity in the Estimate Layout/Estimate Details pages.So, in summary, can only show a quantity and the quantity is not translatable to the homeowner who may be comparing multiple bids and looking to see if quantities are similar across contractors.
3 votes -
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…
8 votes -
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 -
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!
5 votes -
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 -
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
3 votes -
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 -
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.
2 votes -
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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