Financials
543 results found
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Job Title on Estimate Creation
When working on a job estimate, it would be nice to have the job title at the top of the estimate so they know what job they are working on
1 vote -
Edit Totals Estimate/Line Item
Need to be able to Edit the total of an invoice or the total of the line items directly. We work with insurance that uses Xactimate, and need the line item quantities line item totals, and final total to all match, however, they use up to 4 digits after the decimal so we cannot do this currently.
2 votes -
Company Logo on every estimate page
Add company logo to every page of an NSE estimate
3 votes -
Allow Supplemental Items on NSE Estimates
Allow Supplemental items to be listed in the estimate but have a feature to toggle the price of the line item on and off. That way they can be listed out on the estimate and then turned on and off based on what is approved from the insurance company. Currently I have to list them in my estimate but change the price individually to $0.00 until they approved and then I have to go change them back to the price when approved.
2 votes -
CC email feature for web version. As of now only the mobile version features Carbon Copying.
Currently only the mobile version allows you to CC multiple email addresses to the email.
Web version should allow you to carbon copy as well.4 votes -
Sumo Quote contracts need to be IHCA compliant in verbage
Our attorney states that if yor contract is not IHCA compliant in verbage, it will not hold up under legal scrutiny. Is the Sumo quote compliant to this fact?
1 vote -
Expired Links: Should not Resend Emails for Signed Estimates
The new feature that resends estimates if the expired link is clicked on should be updated such that it does not resend if the estimate has been signed.
33 votes -
New Payment screen causes more work
The new payment screen requires you to enter payment amount twice. Why add work and possible mistakes? Please make it where you only enter once
1 vote -
Edit Products and services catalog from within the estimate on the new platform
Add the ability to update products and services within the estimate. We make the same manual changes to line items all the time while writing estimates because we don't have the time to go open a new tab, go to the products and services catalog, find the line item, and edit it. It would be great if we could just check a box that says "permanently edit this line item" to change it in the catalog so it is always correct moving forward.
2 votes -
Estimate Details Page Notes Box Format
Looking to have the estimate details page notes format at the bottom to go from left to right instead of right to left.
3 votes -
embed legend to invoice
Want to embed a legend inside the invoices so we do not have to add it manually each time.
1 vote -
Turn off Credit/Debit card option
In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?
8 votes -
Add Headers and Footers to Estimates
update header and footer of estimates
6 votes -
Custom Estimate Email Subject Line
Wants to be able to edit what the subject line says when an estimate is sent to a customer
4 votes -
Automated Estimate Email Prompting
Would like to be able to be prompted to create an email, or add a note in the email when sending the estimate from the financials page
1 vote -
Invoice approved once deposit made
We would like to have the ability to set in the system that the invoice only approves once the deposit is made on the invoice.
2 votes -
Require Full Payments
Want to be able to change it to require customer to pay in full
3 votes -
Markup Or Margin Functions for Estimates as Per Location Settings
Would like to have the ability to change the estimate settings to have the markup slider set per location or per certain layouts.
1 vote -
Canceled Payments Notifications to Customer
When a payment is cancelled, generate an email to the customer and to the company email. When the payment is cancelled, returned or voided remove it from the invoice where it was applied and show in Job Nimbus the updated status, such as "voided" , "returned", etc.
5 votes -
Labor Cost in addition to Job Cost on work order
On work orders, when editing it breaks out labor costs as well as material cost, but when you save it it lumps it all together and you cannot see them separately without going back into edit the work order. It would be very nice for us to be able to save the work order with just labor cost on it, so we can send our subcontractors out into the field with a pay sheet, so they know what the pay is (based on the products and services labor cost) on the job before work has started.
1 vote
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