Financials
532 results found
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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 -
18 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 -
5 votes
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4 votes
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Less Scrolling on Invoice Page
With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?
5 votes -
1 vote
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Calendar display options similar to job cards on boards
For more efficient job scheduling, it would be helpful if I could see financials displayed on the calendar or pick what I want displayed on the calendar like I can with job cards on boards. For example, we have a sales goal each day we try to schedule to, so it would be helpful if I could see recent invoices/estimates displayed on the calendar. Currently I have a job board list for "scheduled jobs" with financials displaying on the job cards. It would be much easier to schedule jobs if I could see financials on the calendar. It would also…
1 vote -
Dollar Amount for Deposits on Estimates through JobNimbus Payments
Logo would like to request a dollar amount instead of percentage for split payments on NSE.
3 votes -
Import estimates into sumoquote
It would be great to be able to import Legacy estimates into the SumoQuote format. Currently you can do that with the "Proposals".
This would give greater flexibility to the SumoQuote functionality and would serve as a way to also capture the costs (labor, materials, markup, and margin) associated with that SumoQuote. Currently we have to create the estimate in 2 different places in order to get that information.
The SumoQuote function is fantastic...just needs some tweaks. This one is a pretty big functionality though.
(Will put this separately, but we need to be able to convert a SumoQuote to…
1 vote -
Legacy Estimate Taxes Should Match Invoices
It was recently changed so that taxes on invoices can be handled at the invoice level, but legacy estimates are still just by line item. It should be possible to make the function match between the two. Either make legacy estimates work like invoices or make it so they can be toggled.
2 votes -
Pass ACH Fees to customer
Pass ACH Fees to customer just the same as the Credit Cards Fee gets passed on to Customer.
2 votes -
Edit Estimates/Documents After Signature
I was messing around with this NEW feature - and I do not like the fact that you cannot go back in and edit after someone "signs" it. We have a TON of customers that change/update/add/delete items after they have already signed. This needs to be made so that you can still go back and make changes and have it resigned if needed.
3 votes -
Freeform Emails when sending payment request
I would love to be able to free form emails when sending payment requests. I like to be able to personalize all of my messages.
1 vote -
Recover Deleted Templates
I would like to be able to recover any deleted templates in settings.
3 votes -
13 votes
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Adding a "resend" estimate button to JobNimbus
The logo requested the addition of a button to resend an estimate for signature. He wants another notification email to be sent when this button is clicked prompting the customer to sign the quote.
2 votes
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