Financials
398 results found
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Import Measurements to Material Orders and Work Orders without estimate conversion.
I want the ability to create material and work orders using measurements, without needing to convert an estimate first. For example, if you use an estimate template with an Xactimate estimate and enter a lump sum in your estimate, you can’t quickly generate material or work orders because there are no line items in the estimate to pull from. This forces you to manually add line items and enter measurements for each, which is time-consuming.
It would be much more efficient if the quantities in material and work orders automatically populated based on the measurements provided, as long as the…
3 votes -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes -
3 votes
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Recover Deleted Templates
I would like to be able to recover any deleted templates in settings.
3 votes -
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 -
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 -
NSE insert token field options
NSE insert token field have the option to add customer email and customer phone number
3 votes -
NSE - Estimate details page include logo
The estimate details page to include the company logo on the page.
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 -
Rejected payments should update in the financials tab
Rejected payments in JobNimbus Payments should update in the financials tab in JobNimbus. Currently, rejected payments still show as though they were accepted and processed in the financials tab.
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 -
View multiple invoices for Jobs on one statement
Ability to view multiple invoices as one statement
3 votes -
3 votes
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Customer info in balance details on JobNimbus Payments
It would be great if the balance details section on JobNimbus Payments show some kind of identifier for the customer
3 votes -
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 -
Integration for Point of Sale card swipers
Add integration for point of sale swipe systems like Square or BBPOS
3 votes -
Ability or button that would auto update product and services when pulled from saved estimates.
Ability or button that would auto update product and services when pulled from saved estimates.
3 votes
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