Financials
532 results found
-
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 -
Fix error when adding a credit/discount line item in NSE Estimates
If you type "-25" in the price box for a line item on the new estimates experience, the system shows an orange error bar up top and changes the result in the price box to "NaN25". You have to instead type in "25" click out of the box, then click back on the box to type the "-" before the numbers in order for the system to accept the credit/discount amount properly.
2 votes -
View Cost for Items in Column on NSE like you can in Legacy Estimates
On Legacy we can easily see the item cost on each line as we build the estimate, it's critical that this view is implemented to the New Sales Experience Estimates before Legacy Estimates are retired.
3 votes -
Estimate reply to not go to external email
When an estimate is sent, and a customer replies to that email, it goes to the user's external email instead of JN. Would like settings to control this
1 vote -
1 vote
-
Show Materials Listed w/ Quantities for Better/Best options
Right now when someone chooses the better or best option, we can only see materials listed with no quantities. It does not show us the amount of materials listed on the ordering section once the contract has been signed as they selected one of the options that includes everything from the previous selection (good, better, best).
1 vote -
1 vote
-
Creating Material Order - SLOW
Goodness, when you create a material order and it's integrated to a supplier, it goes slow as molasses, like you're running an old computer. If you have to create a material order from scratch or start with a material order template, it makes the process take a LOT longer than it should. Very slow...need speed.
1 voteThis is being worked on currently and we hope to have the solution out soon
-
Linked Job Name Not Updating in Budget
When the job name is changed, the linked job name in the budget does not update automatically and continues to reference the old job name. Additionally, the system does not allow manual correction of the linked job name. To ensure accurate reporting and reduce confusion, the system should either automatically update the linked job name in the budget or provide users with the ability to manually update it as needed.
1 vote -
Increase Company Name Character limit on Estimates (New Sales Experience)
On the estimates in NSE if we put the name "Custom Sound Builders" then the estimate PDF only shows "Builders" as the name. We want to be able to enter the full company name and have that show on the estimate.
2 votes -
SQ to NSE "We can help you with" field is missing
User would like to be able to use the setting from SumoQuote on the New Estimate Experience under Configure> Branding> Account Details> "We can help you with" field to add additional context to the Title page of the Estimates
1 vote -
Add Multiple "Estimate Detail" Pages on Estimates
If we were able to add multiple "Estimate Detail" pages to the same contract, this would cover contractors that sell multiple job phases and not limited us to 3 options. Then using the existing ability to use the slider, to turn off certain estimate detail pages that would not apply.
17 votes
- Don't see your idea?