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Financials

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298 results found

  1. Custom Status for Financial Documents (Estimates, Work Orders, etc)

    Would really like to have the ability to create custom statuses (maybe even rename some existing) for Estimates. Lots of different use cases I'll list a few more critical for our operations.

    • The ability to have an "on hold" or "future re-bid" type status for an estimate that needs to be followed-up on in the future.
    • The ability to have an "options" or "not selected" type status for when we present multiple bids (good, better, best) or multiple phases (broken into individual estimates) to a customer and they select one, but we don't want to mark the others as denied…
    4 votes

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  2. Material Tax on Budgets

    Would like to include material tax on budgets

    4 votes

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  3. 4 votes

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    0 comments  ·  Payments  ·  Admin →
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  4. Temporary Products

    The ability to add products in estimates/invoices without saving the products permanently.

    4 votes

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  5. Work Order Options

    Currently on work orders when your starting a new one, the date is automatically selected. Logo would like the option to turn this off. They would also like to be able to have their "saved work order" be able to correlate with the "type" when they select it.

    4 votes

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    0 comments  ·  Work Orders  ·  Admin →
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  6. Customize Payment Terms

    Payment Terms should pull from the main customer account in QBO and / or be customizable in JN. Should be able to set customer payment terms, tax rates, discount terms at the customer level and have it pull into the job account instead of having to set it on each invoice. Estimates should have a place for payment terms.

    4 votes

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  7. Adding an an additional template box to an estimate or document

    customer note section to be larger or add another template box to include contract veribage directly on an estimate or document or
    Adding another template note box to include contract verbiage on a document or estimate

    4 votes

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  8. Save Feature

    I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now

    4 votes

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  9. Built in calculator on estimates & invoices

    I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.

    4 votes

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  10. Show which document is related when converting

    Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders

    4 votes

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    1 comment  ·  Work Orders  ·  Admin →
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  11. Percentage Rate Viewing Budgets

    It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

    4 votes

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  12. budget price automated from invoice total

    have a click box next to the total amount in the invoice to set it as the budget price.

    4 votes

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  13. Ability for sales rep to choose financing options from mobile app

    Ability for sales rep to choose financing options from mobile app, when creating estimates

    3 votes

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  14. Recover Deleted Templates

    I would like to be able to recover any deleted templates in settings.

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  15. NSE - Product selections populate automatically into orders

    Homeowners complete the product selections space on the Authorization page with information on colors. It would be helpful if this information populated directly into the JN orders so that office staff have all the information they need directly on the order instead of going back and forth between the signed estimate and the order. it would also minimize errors when entering the correct colors because it auto-populates those fields.

    3 votes

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  16. 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

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  17. New Sales Experience Introduction Page

    Introduction page should have on it the sales person's name, the phone number should have parenthesis and/or a dash in the appropriate places and the company's contact information. Also, the company contact information would be nice to see.

    3 votes

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  18. 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

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    0 comments  ·  Payments  ·  Admin →
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  19. 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

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    1 comment  ·  Payments  ·  Admin →
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  20. 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

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    1 comment  ·  Payments  ·  Admin →
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