Financials
398 results found
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Store Credit Card Information
The ability to store credit card information
4 votes -
Payment status options
Option to change payments to void or returned if they fail for any reason. Almost like an activity log for payments where even if payments bounced for any reason, you can see they've attempted to pay in the past and maybe even see if it's a recurrent issue with them.
4 votes -
Better JobNimbus Payment Reports
I would like to have access to reporting in JobNimbus Payments where I can differentiate withdrawals with fees instead of an entire lump sum.
4 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…
4 votes -
4 votes
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Draft Smart Estimates
When creating a smart estimate template, it takes a lot of time. It also may take a lot of people to collaborate. I would like to save an unfinished smart estimate template. At this time I can only save it if everything has been filled out. If I run out of time, or need to take care of something that suddenly comes up, I will lose all of my effort.
I suggest adding a "Save and Finish Later" button to the template so that all my work is not lost if I do not have the time to finish everything.4 votes -
back to financials page
From an estimate or invoice I want to be able to go back to financials page instead of having to route back through the job or to the board.
I want the same thing from the Work orders page.
4 votes -
Products & Service supplier details
For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);
Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.
Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.
4 votes -
Work Order Attachment
The ability to attach photos to a work order before it goes out to the installer.
4 votes -
Bold and Italicize Description
Be able to Bold and Italicize certain words within the descriptions so that things are clearly visible and can make for easier communication and understanding of the descriptions.
4 votes -
Disable payments per invoice
I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account
4 votes -
Customize background color for Header/footer in templates
I would like to be able to change the background color for the header and footer in templates
4 votes -
Ability to lock estimate pricing
Have the ability to lock certain estimates templates so that the prices cannot be changed. This would ensure salesmen do not have ability to change the price. Also, provide the ability to be able to assign estimates templates to certain reps.
4 votes -
Ability to select additional recipients for payment receipts
Have the ability to select additional recipients to receive the payments receipt when collecting a payment through Global Payments integration. Currently only the sales rep and primary contact get the receipt.
4 votes -
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 -
4 votes
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Voided Invoices zero out the total.
The ability to void an invoice and have the total reduce to zero from that action.
4 votes -
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 -
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 estimate4 votes -
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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