Financials
283 results found
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Receipt of Payment from Payments
Under "Payments" Click on the payment's, 3 buttons (where Edit & Delete is) and have an option for Email, to send a receipt of payment and be able to automatically send a receipt of payment receipt once down payment is made. (We require a signed estimate and a deposit down prior to starting a customers project and do not invoice them out until, the job is completed. In which they have 30 days to pay.) We would like to not have to go into another app (JobNimbus Payments App) to have to physically send one each time.
3 votes -
delete products
would like the ability to deleted products from our catalog , not just hide them. we entered a multitude of products when we weren't really up to speed on products that we would like to delete entirely
3 votes -
Feedback on New Invoicing
With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?
3 votes -
Recover Deleted Templates
I would like to be able to recover any deleted templates in settings.
3 votes -
Manual Financing option shown on signed estimates
Show which financed price is selected by the homeowner on the signed estimate PDF and as a status on the financials page under estimates "Fully signed - with financing"
3 votes -
Batch ALL FEES associated with JN Payments ONCE per month!
PLEASE process Credit Card and Check Payments exactly as they are requested/offered. THEN at the end of the month/or beginning of the following - deduct a ONE TIME PAYMENT of all fees batched together for the entire month. This will GREATLY simplify users accounting issues and stop each payment from having TWO line item payments associated with one invoice. It will remove the issues suffered due to additional fees. I truly believe you will get more buy-in on the JN payments option if you streamline and simplify the fees into ONE LUMP Payment. Vote Everyone! This will take away a…
3 votes -
Formatting Options in New Sales Experience
Add ability to format phone numbers and email addresses in the new sales experience. Right now, the email address cannot be capitalized and the phone number does not include any dashes, which is hard to read.
3 votes -
Be able to set specific time periods for when the proposal link expires
It would be nice to be able to set a time frame for when the proposal link expires.
3 votes -
The ability to have the name of the paying customer on the receipt instead of the primary contact.
The ability to have the name of the paying customer on the receipt instead of the primary contact.
3 votes -
Restrict Which Team Members can Place Orders
We have the Beacon and SRS integration, but we have no control over who can place orders. We would like to be able to control who can place orders, or maybe even have a material order require approval from a manager or admin before it can be sent to our supplier.
3 votes -
Payment Receipt Notification Emails
Currently, when customers submit payments through JNP, the payment receipt email gets sent to the customer and sales rep. As the owner, I would like to receive these emails. Having a way to choose who these emails go to would be very helpful. The notification emails from the payments portal look different and I prefer the layout of these payment receipt emails.
3 votes -
Auto assign sales rep to new work orders
Ability to make new work orders auto assign to the sales rep rather than the assignee. Our leads come from SalesRabbit and only assign the sales rep. This causes confusion when someone else makes the work order and it doesn't auto assign the sales rep to the work order
3 votes -
The ability to have the ACH fee returned when a check bounces.
The ability to have the ACH fee returned when a check bounces.
3 votes -
Customize work order template
ability to customize the layout and design of work order templates
3 votes -
Expense entry
However I don’t see where you can do simple expense entry per job. Often there are additional one off expenses associated with jobs.
We primarily do simple residential roofs so it’s not efficient or necessary for us to build out a budget on every project. We just want a way to enter final revenue and expenses during and after a job is complete to track profitability.
Just a simple revenue expense / profit feature. Is that possible with system? Too cumbersome for our team to get overly complicated with data entry based on quantity of projects we do.
Example, residential…
3 votes -
View multiple invoices for Jobs on one statement
Ability to view multiple invoices as one statement
3 votes -
3 votes
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Smart Estimates Upgrade
It would be so much quicker if each item had its own formula for calculating material. For that, a "measurements" tab would allow to enter all measurements for a job, then when creating an estimate, each item could be easily calculated using their own formulas and the measurements provided. The way it works right now is cumbersome, and it does not integrate with my saved estimate templates. When a similar material item has different coverage (one would cover 20' and the other would cover 33') I need to create a whole new smart estimate to account for that small change.
3 votes -
Organized Products & Services List when adding items to Financials
Products & Services dropdown list when adding items to financials should be alphabetical, or at least organized in the same way every time.
3 votes -
Accept/Apply payment to multiple invoices on Mobile
I'd like to be able to apply a payment to more than one invoice or split the payment between multiple invoices.
3 votes
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