Financials
541 results found
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2 votes
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Profit Tracker in-depth breakdowns
Profit tracker gives you a data table or graph, quite often, to represent the data pulled from different profit trackers on the jobs themselves. If you could click on a specific data field in the profit tracker insights page and see a breakdown, or even simply a link that will take you directly to the job the data is associated would save so much time when browsing the data and checking and validating that it is legit.
2 votes -
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1 vote -
Don't CC NSE estimates
It is pretty confusing when the initial email is CCed to us because we accidentally sign for the customer
1 vote -
Review Line Item Data after Estimate Signing
After an estimate is worked up and signed, if you click it you only have the ability to see the pdf version but not the quantities and price of each Item that is listed.. It is helpful for managers to be able to review the estimate and how it was worked up. If there is a way like the old job nimbus where you could click on it and not only see the PDF version but the data that built it out it would be very helpful.
6 votes -
manually enter estimate price
Ability to adjust the price of the estimate without going line by line
2 votes -
Show total with sales tax on upgrades page before selected
Currently, you have to select upgrades and be one step from signing the estimate to see the total tax applied to the upgrades. This makes it hard for anyone who is going to be paying with a check, which simply goes off of what the estimate says without actually selecting options.
3 votes -
Keep Legacy Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
4 votes -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Support embedded links on estimates
would like to show customers videos directly on the quotes - that is, clickable and won't close the estimate when they open it
2 votes -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
3 votes -
estimate options auto fill with previous option line items
Would like to see the line items offered in the first estimate option, in secondary options within the same estimate
1 vote -
Profit Tracker Item Descriptions for Imported Items
Wanted: the ability to add descriptions to items pulled from Work Orders and Material Orders in the Profit Tracker to more easily differentiate which items are which.
In the Profit Tracker you can now import work orders and material orders - which is great, but there are some limitations that I am not liking. One of them is that all of the work orders we assign have LABOR listed as the line items for all of our subcontractors - which becomes very confusing in the Profit Tracker when there are more than one sub on a job - if at…
3 votes -
Save Estimates to Documents Tab
When I order an eagle view through job nimbus there is an extra step that requires me to apply the eagle view once the order is fulfilled. This also happens when I create an estimate it will sit in the estimate section of the job but not be applied to the documents. Be very nice if both of these items were automatically put into the document section so they can be attached to an independent email created.
5 votes -
4 votes
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4 votes
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Financing Based on Deposit
the ability to show financing options for an assumed deposit. Example being a 30k quote with a 10k deposit, the ability to show what the remaining 20k would be financed
1 vote -
Marking estimates as signed.
Would like to have the option to limit who can mark estimates as signed without taking away access to create and edit estimates access
1 vote -
Total & Subtotal - Option to hide from estimate
We use JobNimbus for a lot of insurance jobs and would like the option of hiding the total & subtotal from the estimate
1 vote -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
2 votes
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