Financials
543 results found
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Resize Company Logo on Estimates
Would like to resize the company logo in the estimate creation screen to better fit the estimate.
6 votes -
Internal Notes Estimate Conversion to Work Order
We used to use the internal note section of estimates to hold some information that was visible at a glance because it would carry through to work orders when we converted. Now it doesn't work that way, but we would like it back.
2 votes -
New Sales Experience Estimates with Financing Options in "Months"
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
7 votes -
Only sync QuickBooks summary data over to JobNimbus per job/contact (ie: totals for invoices, amount due, payments)
Request:
We want the ability see SOME invoice info (without the entire invoice syncing over) such as:
Total Amount of all invoices per job/contact
Amount Due of all invoices per job/contactThis request applies in the same way for payments syncing over such as syncing over only the Total Amount Paid per job/contact.
Reason for need:
Invoices do not sync over correctly from QuickBooks because JobNimbus doesn't allow line items with no "Item Name" /"Product/service" selected. We need to be able to have line items that are purely descriptive with no price. This requires a "Product/service" NOT to be selected.…6 votes -
Layout Example - Gutters
It would be nice to have an example layout added into the new sales experience that shows a Gutter estimate/layout
1 vote -
Add additional status' for estimates
Have the option of adding additional status' for job estimates
1 vote -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes -
Unable to Edit Estimate Template
I can not edit an estimate template in the new estimates.
1 vote -
JN Payments = Major Reconciliation Hassle in Quickbooks
There are two levels to this issue. We have down payments via JN enabled, which is the source of all the frustration. First, JN payments does a poor job of reporting the amount the customer was actually trying to pay us. Between ACH (we pay the fee) and credit cards (customer pays the fee) it has been very difficult for me to figure out the amount the customer was intending to pay. It should very clearly state the amount the customer is paying us, any fees WE are paying, and to a lesser extent any fees the CUSTOMER is paying.…
2 votes -
1 vote
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1 vote
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Invoice template to choose if I actually want a "New Section" added or add a standard line item
Invoice template to choose if I actually want a "New Section" added or add a standard line item.
The old format let you select one date for both date of and date due.
The new format is impossible to see everything that will appear on the invoice until you save it.
1 vote -
Edit Estimate Template Line Items
When attempting to edit an estimate template with the new sales experience, I cannot simply update a line item. I have to delete the line item, scroll down to the bottom, add a line item again, and then drag it back where I want it. I would like to just be able to modify the line items on my templates like I can on the actual estimates.
3 votes -
1 vote
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Need commissions to auto populate so they don't need to be assigned. Also, need the ability to have a manager override commission applied.
Currently, the sales rep is assigned a job, but the system doesn't automatically apply the desired commission structure. This is a very basic feature. Commissions should not have to manually be applied to each job for a sales rep. Furthermore, there should be a feature to enter a manager override commission so that a second commission would automatically be applied to jobs for a particular manager. This could be done by creating a team and applying the override to the members of the team.
1 vote -
Toggle Require Estimates Fully Signed to Convert
I would like to be able to convert estimates without having them fully signed. It would be better if this was something an admin could toggle.
2 votes -
Correct Estimate Total
On the boards section and insights, we use SumoQuote for our quoting software, which pulls into Nimbus. I would like to see that estimated total be used, not just approved estimates.
1 vote -
20 votes
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Void Estimates - Recover dollar amount
It would be nice to have some sort of way of recovering the original dollar amount on a voided estimate through classic reports. Whether the dollar amount shows in the activity log of the estimate, or if it can be shown by filter/column in classic reports, that would be very helpful!
1 vote -
6 votes
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