Financials
176 results found
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Material Order Qty options
We install a lot of Metal Roofs and it's sold by the Linear Foot. I would like an option in a Material Order, where I input a qty at X number of Linear Foot.
For example: 9 panels @ 13'5" = $100.
1 voteMerged with other ideas, fixed, or declined.
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Easier way to be notified which line items need updated in the estimate template
In estimate templates, notify what line items need to be updated from Beacon, currently the only notification you get its "Note: Supplier pricing for this estimate has changed since you last reviewed this order. If you save, your estimate costs will be updated."
Would like an easier way to know which line items need updated in the estimate template1 voteMerged with other ideas, fixed, or declined.
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Column for "Cost Total Per Line Item" on an Estimate.
We want to add a column, we would like to see a cost total per line item. This would resemble the price total per line item shown in the amount column. It might not even be something to toggle on or off, it's really just adding a new calculation to the row
1 voteMerged with other ideas, fixed, or declined.
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Can you guy put a toolbar for estimate like you have for documents; or on documents can you make it so you can put a summary and discount
For an example:
I should have a tool bar when am creating an estimates and more better format when creating an estimate.
My estimate looks like an invoice rather an estimate. I can't edit my estimate like I can with documents, there also know way put a discount next to my price. Where is the summary or price location when creating documents.1 voteMerged with other ideas, fixed, or declined.
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Create Option for Checkboxes when Estimate is converted to Work Order
Create the option on an estimate template to have editable checkboxes appear ((both on desktop and mobile (ex: mask required, using existing hardware, etc.)) when an estimate is saved and converted over to a work order.
1 voteMerged with other ideas, fixed, or declined.
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Hide pricing on work orders in mobile app if the template has it hidden internally.
Even if a work order template has the pricing hidden both internally and externally, it appears when viewed on the mobile app.
1 voteMerged with other ideas, fixed, or declined.
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Previous Versions of Documents
It would be great if we could see the previous versions of a document (estimate, invoices, etc). For example, if I made changes to an estimate, I can still be able to see a version of the estimate before the update.
1 voteMerged with other ideas, fixed, or declined.
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Ability to base budgets off invoices
Right now we have to create an estimate, convert it to an invoice, then change the status of the invoice to open. Lots of steps that could be reduced by having the budget run off of the invoices.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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PDF's compatible with Blue Beam
Would like to be able to have all PDF's created from JobNimbus compatible with Blue Beam, which is what our customer uses to view all PDF files.
1 voteMerged with other ideas, fixed, or declined.
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Enable Customer Autopay
The ability to enroll homeowners in an autopayment plan, so that when we set terms as due monthly the customer doesn't have to manually make that payment each month.
1 voteMerged with other ideas, fixed, or declined.
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Change Order of Template Drop Down.
The ability to change the order of the template drop down menu when making an invoice.
1 voteMerged with other ideas, fixed, or declined.
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Ability to adjust Documents sizes
Have the ability to change the view of documents to a larger scale. Currently, documents such as estimates and invoices are too small and hard to see.
1 voteMerged with other ideas, fixed, or declined.
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Ability to remove the need to approve estimates
It would be nice if would could choose whether or not estimates need to be changed to approved after coming in to JobNimbus.
1 voteMerged with other ideas, fixed, or declined.
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Custom Invoice
In a custom invoice report: It would be helpful to have an option that shows the number of days between the invoice created and paid.
1 voteMerged with other ideas, fixed, or declined.
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Add/ Change an Invoice status name
Would like to be able to change the preset invoices status. I would like it to say PAID instead of closed or even be able to add it as a status.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Show section totals while filling out estimate
Right now you can't see section total while filling out the estimate, you can only see it after saving.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Rename Surcharge on Invoices
When using Global Payments and passing the fee on to the customer it automatically calls it a surcharge. It would be nice to be able to rename that category in case we would like to call it something different. In Texas you're not allowed to charge customers the credit card payment fee, so we usually call it something different.
1 voteMerged with other ideas, fixed, or declined.
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Line items only on custom document templates
When loading an estimate into a custom document, the ability to only show line items instead of all the extra information on the estimate template.
1 voteMerged with other ideas, fixed, or declined.
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Instead of creating 3 different estimates and voiding out two, she would like an option to not show the estimate total, and just the estimat
Instead of creating 3 different estimates and voiding out two, she would like an option to not show the estimate total, and just the estimate totals of each line item, and be able to go back and delete or cross out the unused line items.
For example: A customer is choosing between 3 different colors of paint and would like an estimate on each color but only chooses 1 color of paint. They would like to have the ability to go back and delete or cross out the unused line items AND not show the estimate total of all three…
3 votesMerged with other ideas, fixed, or declined.
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Built-In Measurement tool
Would like to continue doing measurement reports manually. The system were coming from had a measurement tool included.
Would like a built in measuring tool within JobNimbus. Would also like a way to DIY measurement reports.
1 voteMerged with other ideas, fixed, or declined.
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