Financials
50 results found
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Don't Remove Photo Description when Changing Photo on NSE Inspection Page
We like the functionality better where on the inspection page in an NSE estimate, where the description did not disappear when we change the photo. This creates a lot more work for us.
2 votes -
Show Line Item Description on NSE Signing Page
Currently, when you add a line item on the signing and upgrades page, when you view the page as a PDF, it does not show the description of the product/line item like it does on the estimate details page.
2 votesProduct Update 6/26:
This is now available! You can now modify whether the name and description are displayed on the signing page. You can choose between "Both Name and Description", "Name Only", or "Description Only".
Additionally, you can toggle on and off the ability to show the Unit of Measure on a New Sales Experience estimate through the "Page Settings" on the Quote Details and Authorization pages. This also displays on the signing page!
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Customize Name and Description Visibility on New Sales Experience Pages
Can you make it where we can toggle on or off to show the item name in the new sales experience? Right now it populates both the item name and the item description and it is not readable for a customer. We have all of our products and services built like the following:
Item name = {item number} {truncated item description}
Item description = {long item description}Example:
Item name= 2003 Hardieplank 8 1/4" CM Lap
Item Description = Hardieplank Lap Siding Select Cedarmill (Primed) - 8 1/4"In the New Sales Experience, in the estimate details page, the line…
9 votesProduct Update 6/26:
This is now available! You can now modify whether the name and description are displayed on the Quote Details and Authorization pages. You can choose between "Both Name and Description", "Name Only", or "Description Only".
Additionally, you can toggle on and off the ability to show the Unit of Measure on a New Sales Experience estimate through the "Page Settings" on those same pages. This also displays on the signing page!
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Add a Column for Unit of Measure (UoM) in NSE Estimates
In NSE the ability to add a column via the estimate settings to add a column to the estimate details page to include the unit of measurement for a product.
6 votesProduct Update 6/26:
This is now available! You can toggle on and off the ability to show the Unit of Measure on a New Sales Experience estimate through the "Page Settings" on the Quote Details and Authorization pages. This also displays on the signing page!
Additionally, you can also modify whether the name and description are displayed on these pages. You can choose between "Both Name and Description", "Name Only", or "Description Only".
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JN Payment 'Pass fee to Customer' should not show on the estimate, only the invoice
Would like only the invoice to show two different totals with Credit Card vs Cash but not have it show on the estimate
1 voteThis has been resolved.
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Default pay in full for JobNimbus Payments
An option to default to pay in full when customers go to make a payment
1 vote -
Fix the JobNimbus Payments fee discrepancy
Surcharge fee on invoices doesn't match actual fee taken out once a payment is made. It would be great if we could fix this discrepancy or get it closer to being more accurate
2 votesThis has been resolved!
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JN Payments: Move credit card surcharge and adjusted total payment info to after customer selects Credit Card. Confuses e-check payers.
Illustration/example, attached. Instead of the largest font/bolded Total with included credit card fees (before knowing how the customer will pay), show only the actual requested amount and add an asterisk to the Credit Card option about the added fee, which can be calculated and included on the next page of the credit card selection page flow.
6 votes -
Ability to add invoice line number
Ability to add invoice line item number. This makes it easier to go over with your client with.
Example:
1. Work description Qty Price Amount
2. Work description Qty Price Amount
3. Work description Qty Price Amount
4. Work description Qty Price Amount
5. Work description Qty Price Amount2 votesThis can be accomplished by creating a product with a line item number in the title or description.
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Simplify the invoice payment and totals section (e-check/credit card options) and customer "checkout process"
Having two separate payment buttons, whether by e-check or credit card, can be a bit confusing for some customers. We've had a half-dozen customers send us a physical check for the credit card amount in the past year. I've attached a draft mockup picture to this feedback submittal to better illustrate the idea.
16 votesThis has been resolved.
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1 vote
Part of the new sales experience, which will roll out to customers this year.
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Customize estimate design templates
Request to change the default color of blue on estimates to a different color, or to be able to customize the design.
2 votesMany more options and company colors are available on the new sales experience, which will be rolled out this year to everyone.
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The ability to text the invoices over to clients.
The ability to text over the estimate to the client for them to pay on their phone.
2 votes -
Ability to hide MarkUp on invoices
It would be helpful to have a setting to hide the markup on the invoice for our reps creating invoices.
2 votesHello!
The ability to hide markup on invoices is already available. To do this, visit the setting page, select templates on the left side, navigate to your invoice template and click Edit. You will then see a list of items to display or hide from internal and/or customer view. If you turn off the cost column, customers will not be able to see the markup.
Please let me know if you have any questions on this.
Thank you,
Keys
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2 votes
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When a job's estimate is signed by the customer send a notification
I like the new e-sign function but we didn't get notified after the customer signed it. When a job's estimate is signed by the customer send a notification whoever is assigned to that job/contact.
1 voteHello!
This is available today using automations. Set up and event based automation and use the signature status condition to send an email or create a task.
If you need additional help setting this up, please don’t hesitate to reach out.
Thank you,
Adam Keys
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Auto-Update Estimate Templates
Creating an estimate template needs to be able to be done in the settings. Needing to go to a random job > Financials > Add Estimate > Etc... Is less than optimal.
This brings me to my next point. Updating Estimate Templates. If I go into my settings > Products and Services, I am able to update the pricing of my material no problem. The problem is that these updates are not then updated on my Estimate Templates when I go to make one. I have to also update all the pricing on the templates. The pricing not updating for…
28 votesHi everyone! We're very excited about a new estimating tool we've developed--Smart Estimates that will solve this problem of template pricing becoming outdated.
In addition to always taking the current pricing from your products and services, Smart Estimates allows a user to create an estimate by simply inputting job measurements (either your own measurements or from an EagleView report--coming soon) and having the materials calculations done for you based on the template you set up. If you're interested in being part of our beta user group, please sign up asap at this link https://forms.gle/oQcesRGxqyDeUE22A
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Save an already created invoice/estimate/material order/work order as a template
It would be nice to be able to save an already created invoice/estimate/material order/work order as a template. This would be helpful for a few different reasons.
The most recent example is an estimate was created but wanted to save it as a template for future use.
Another reason would be that maybe later down the road you realize you need to duplicate an estimate that was created in the past.
19 votesHi everyone,
The “Save as Template” button is now available for existing estimates, invoice, material orders, credit memos, and work orders. At any point you can save these documents as a template. This includes opening existing templates and duplicating them. Please let me know if you have any issues with the new functionality.
Thank you,
Adam
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12 votes
With our launch of JobNimbus Payments we make it easy to automatically include CC fees on your invoices.
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the ability to permanently make changes to a material orders template.
Currently if changes are made to a material order template there is no way to make them permanent. For example, I set up a material orders template, I realize I forgot an item that we use with that template, now I have to remember to manually enter this item every time I am going to place an order, OR I need to do a whole new order and save it as a template just to add the one item.
2 votesYou should be able to edit the template and add the item you forgot initially and then save it. If you are having issues with templates saving support@jobnimubus.com will be able to assist you.
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