Financials
532 results found
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Logo being able to sign estimates before the customer
Option to sign the estimate before the customer
3 votes -
Able to turn off totals on estimate details page
We only want it on the authorization page
1 vote -
adding cc on estimates
the ability to CC users or other contacts when sending an estimate
1 vote -
Returned Payments Automatically Deducted from Invoice
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.
3 votes -
Option to turn off estimate sending confirmations
When an estimate is sent from New Sales Experience an email is sent to the sales rep, but that email is unnecessary and we would like it to be removed
1 vote -
Options to customizer the Estimate Details
Options to include the company logo and sales rep information on the estimate details page in the New Sales Experience
2 votes -
Update Estimate Signing "Paid in Full" Verbiage
Be able to change the wording "Pay in full" when signing for an estimate so theres no confusion when signing
1 vote -
No Email Necessary; for Approval on Estimates to convert to an Invoice
If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.
5 votes -
Ability for sales rep to choose financing options from mobile app
Ability for sales rep to choose financing options from mobile app, when creating estimates
3 votes -
Minimum Margin Per Workflow
Having more than one type of job we do, we have different required margins and there is an option for only ONE set margin. I'd like to have the ability to set the required margins per workflow, not a blanket margin.
13 votes -
Financing Show All Options on NSE Estimate
Currently, with the Sunlight Financial Integration on the New Sales Experience, can only provide one financing option at a time. It would be better if we could just have it show all the options, and the customer could then choose. This would reduce the time for us and allow the customer to make that decision themselves.
5 votes -
Financing For All Estimates
Currently, with the New Sales Experience, financing needs to be enabled per estimate. It would be best if we could enable it for all estimates to give the option to our customers and reduce excess work on our end.
2 votes -
Immediate Payments Deposits
Would be nice to get them even earlier, even within 24 hours instead of the next business day. Jobr had a feature where they could pay a %1 fee to get it immediately, so maybe something like that.
3 votes -
Homeowner Estimate Question Without Sending Attachment Back
Currently with the New Sales Experience, when a customer replies to the signature request with a question it emails us the attachment again, which attaches it to the job record. This creates duplicate documents. It would be better if there were a button so the recipient could raise a question with the estimate and not attach it to the email again. Or if the system could recognize the document is the same and not attach it to the email.
2 votes -
Additional Item Types for Products & Services
Currently you can only identify a product or service as 'labor' or 'material'. This makes it difficult to accurately job cost when we have to include other items/services in our estimates and jobs such as equipment rentals, disposal fees, permits, and other administrative/miscellaneous costs that don't necessarily fall under 'labor' or 'materials'. It would be nice to be able to categorize those items accordingly so we can accurately budget for these items.
Additional item types could include:
Equipment
Disposal
Other (this would be for any other product or service that doesn't fall under labor, material, or the two listed above)5 votes -
Estimate inspection page not displaying as intended
Inspection page is not picking up the first section title, instead is only showing page title, then skipping to the next section title. Would prefer if the text for Inspection is larger than the text for the other section titles as well
2 votes -
Warranty Tracking
logo is looking for a better way for them to keep track of warranties for homeowners.
2 votes -
Adding lines to estimates
On estimates legacy: having a little tab on each line that allows you to add additional line items above or below that line without having to drag the line from the bottom to where it needs to go on the estimate which is incredibly tedious.
1 vote -
Add Product to Converted Invoices (Legacy Estimate -> New Invoice)
When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.
2 votes -
Products & services reflects Margin vs Markup choice in Estimate Settings
It is confusing to have products & services hard set to markup whereas the New Sales Experience can switch between margin and markup.
2 votes
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