Financials
254 results found
-
Send Invoices with additional attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
8 votes
-
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
6 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
3 votes -
Allow photos to be integrated into estimates
The ability to include uploaded photos into an estimate.
11 votes -
Markup Slider on Invoices
Have the markup slider on invoices.
2 votes -
5 votes
-
Disable payments per invoice
I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account
2 votes -
Be able to record commission overrides
Setup budget feature to track override commissions. There should be a separate configuration in the system for sales managers to designate an override amount so whenever anyone from their team gets a deal, they get a percentage.
6 votes -
Automation to convert financials once certain status is reached
The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,
3 votes -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
Late fee after no payment by a certain date
Please have a way to add a late fee after payment isnt made by certain date
7 votes -
Color selection for line items on Material Orders
Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.
2 votes -
2 votes
-
Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost
There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.
3 votes -
3 votes
-
Turn two estimates into one invoice
It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.
6 votes -
CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?
We are a 42 yr Roofing Company out of Portland, OR.
We've used Acculynx for the last 9 years and are finally switching!
I am currently integrating and setting up our business in Job Nimbus.Products & Services (Material & Labor Items):
Love how I can sync a CSV file or Google Sheet to QBO, and again sync QBO to Job Nimbus to continuously populate new pricing. This is huge with how crazy our industry has felt the burden of constant price increases from our suppliers.
My main roofing supplier sends me a material spreadsheet with 5k line items with…12 votes -
Save an estimate in edit mode.
Ability to save estimate without having to leave the edit mode.
3 votes
- Don't see your idea?