Financials
523 results found
-
Allow for Required Fields or Steps in Estimates
User would like to have a required field or step for ensuring that when their Sales Reps are building the Estimates they don't send for signing before certain things are done
i.e. must add specific items or quantities before the Review and Share button is active
1 vote -
Converting NSE Estimate to another Document when in Approved Status
Would like the ability to convert an NSE Estimate to another document when in an Approved Status.
1 vote -
Ability to text customers the link to sign an estimate
I would like the ability to copy the unique signer link for an estimate or contract directly from JobNimbus so it can be shared with customers through methods other than email, such as text. This would be especially helpful in cases where a customer cannot access their email, ensuring a smoother and more flexible signing experience.
4 votes -
Clarity on where Templates are being built and used
There is some confusion on the phrasing of 'Template' when it comes to the Estimates and Material Orders in NSE.
Since the Estimate Layouts have Estimate Templates, and then the Estimate Templates can be applied to Material Orders, they'd like to have some wording updated so that they know where and when they can use the 'Templates' built
1 vote -
Enter bills into Profit Tracker
We are currently using the profit tracker. As a bill comes in we currently enter that bill into the Profit Tracker and then Quickbooks. We would love the ability to enter the bill into the profit tracker and have the bill sync automatically to QB. This would be a much more efficient. I believe other CRMs like Acculynx are already doing it this way.
6 votes -
Integrate affirm and other buy now pay later into the Estimates
have full payment options appear in the estimate like affirm, afterpay, paypal financing or acorn instead of just sun financial
1 vote -
Commissions Visability
Allow for Sales Reps to see commissions that ONLY apply to them, and no other team members.
1 vote -
Add multiple contacts to invoice to show all responsible parties
I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!
2 votes -
Custom Measurement Token
I want to be able to create a measurement token that combines the input of other tokens. For example, I combine the sum of Total Rakes + Total Eaves into one token
1 vote -
Ability to Create a Proposal without an Estimate
Would like to be able to create a proposal like an inspection page - be able to make one without generating a pdf
1 vote -
1 vote
-
The ability to remove photos from NSE Estimate Inspection page directly
Work around is to remove the photo from the job, however removing the photo from the estimate page if needed instead of the job would be useful.
1 vote -
Have Classic Reports for Estimates route you the NSE Layout not the Legacy Layout
Customer would like to be able to use the reports to route to the NSE Estimate instead of routing to the Legacy Estimate when clicking the link provided in the reports.
Currently links in Estimate Reports takes you to the Legacy layout for the estimate and if you choose to edit it takes you to edit in the legacy settings. It would be helpful to route to the NSE settings for consistency in the settings.
1 vote -
AI Tool for Calendar and Financial Documents
Customer would like AI Tools to be incorporated to tell it to add to calendar and or create work orders or submit material purchases
1 vote -
Allow one payment to apply to multiple invoices and show the credit amount automatically
We ran one payment in JobNimbus Payments for two invoices on a job, and we weren't able to apply it to the two invoices, so we had to manually record it as two separate payments. It'd be really helpful to apply the payment to multiple invoices or at least to show a preview of the credit available on a payment if it was over the invoiced amount rather than having to manually create a credit memo.
2 votes -
Ability to relate multiple jobs to one profit tracker report (specifically for actual revenue)
I'm a fence contractor and often have to split quotes out based on one or more neighbors contributions.
To do this, We create separate "Jobs" for each customer and they all have their own paper trail.
However, for Work orders, Materials, and Budgets, we use on master "Job" and manually enter the information.
With Budgets going away, we are going to lose a way to track these projects.
Being able to link multiple jobs to one profit tracker would be very helpful. Or the ability to manually enter payments would be helpful also.
Splitting jobs between neighbors is very specific…
1 vote -
2 votes
-
Sales Rep Signature for Estimate
I’d like to suggest adding a feature that allows a sales representative or company representative to also sign estimates within the platform. Currently, only the customer has the ability to sign the estimate, but it would be helpful and more professional to have the ability for someone from our team to counter-sign the document once the customer signs.
This would create a more complete and official agreement and improve accountability and documentation on both sides.
1 vote -
Automatically update customer info on documents
When a job/contact info is changed, like the customers name or address, can this automatically update on the estimate/invoice?
3 votes -
Option to enter in Subtotal on Estimates
To be able to manually type in subtotal on estimates for insurance purposes.
1 vote
- Don't see your idea?