Financials
398 results found
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Color selection for line items on Material Orders
Add a color selection drop down menu to Material Order line items. We order from ABC Supply and need to be able to select the color without having to create a separate Product & Service for each color variation.
3 votes -
Allow Subcontractor and/or Other Costs in Estimates SEPARATE from Labor and Material Cost
There needs to be a way to enter subcontractor cost, totally separate from labor and material, to line items in a bid/estimate. If I include subcontractor costs as labor or material in my estimates, it throws off the budget numbers. This is a very basic function of bidding and estimating.
3 votes -
Save an estimate in edit mode.
Ability to save estimate without having to leave the edit mode.
3 votes -
Change Work Order Default Email Template
When emailing a work order directly from within the work order there is a "default" email or you can select a previously created email template. Would like to choose what that default email template is.
3 votes -
Section Totals showing internally
We are struggling with some of the features and how it is presenting totals. For example, we have an estimate that has roofing and siding, we can get grand totals of the sections, and grand total of the estimate with labor and material split out, but we are not able to get a quick sum of cost by section, essentially wanting a quick look at what is the material + labor cost for the roofing versus the siding.
3 votes -
Be able to have a color in section titles in estimates
It would make the estimate easier to read if we could color in the sections rather than just a gray color and would help just make them stand out to indicate its a section.
3 votes -
Hide amounts or not to hide amounts, or items
I want to be able to hide or not hide items individually within a section.
i.e.
I am bidding to add lighting in a horse barn/arena. I don't want them getting lost in the involved items but I want them to see I am charging them for 14 fixtures and then I would also be able to have the direct attached image instead of adding an image attachment separately.
3 votes -
Monthly Payment Options
Create a calculation for estimated financing options using amortized loan equation. Let the Nimbus user enter in the rate (r) and term length (n). Set a function to import the estimate total (P) into the equation. The (A) would be the box that shows the monthly payment on the estimates.
Here's the equation:
A = Payment amount per period
P = Initial principal or loan amount (in this example, $10,000)
r = Interest rate per period (in our example, that's 7.5% divided by 12 months)
n = Total number of payments or periods
The formula for calculating your monthly payment…
3 votes -
Add logos of credit card companies to Invoice templates
Ability to insert photos into invoice templates such as "Amex" or "Visa" so customers know we accept these types of credit card payments
3 votes -
3 votes
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Single grouped price in estimates
What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.
3 votes -
Add multiple templates within one Work Order - Sections
I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.
3 votes -
Add Contact Info to Invoice Reports
It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.
3 votes -
Add Company Name to Payment Receipt Emails
The Company Name needs to be included on the payment receipt emails that are sent by WePay.
3 votes -
Estimate Template Building
If anyone has ever used Sumoquote to build estimate templates / Layouts they will come and try to use the Nimbus version and be horrified. I can whip out multiple high detail templates in a few hours in SUMO. In Nimbus I must jockey 2 tabs at top of screen and go back and forth between products and services and the other tab with the layout loaded. 1 line Item to edit is up to 15 minutes. The changes made in Products and services don't immediately show up on Layout template. I usually have to refresh and delete / add…
2 votes -
Mass Email Payment Requests
have a button on the financials dashboard to send out the payment link to all customers with an open balance, and filter by status (great for deposits or week of install, or for final invoice/closeout)
2 votes -
Add multiple contacts to invoice to show all responsible parties
I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!
2 votes -
Allow one payment to apply to multiple invoices and show the credit amount automatically
We ran one payment in JobNimbus Payments for two invoices on a job, and we weren't able to apply it to the two invoices, so we had to manually record it as two separate payments. It'd be really helpful to apply the payment to multiple invoices or at least to show a preview of the credit available on a payment if it was over the invoiced amount rather than having to manually create a credit memo.
2 votes -
Automatically update customer info on documents
When a job/contact info is changed, like the customers name or address, can this automatically update on the estimate/invoice?
2 votes -
Fix error when adding a credit/discount line item in NSE Estimates
If you type "-25" in the price box for a line item on the new estimates experience, the system shows an orange error bar up top and changes the result in the price box to "NaN25". You have to instead type in "25" click out of the box, then click back on the box to type the "-" before the numbers in order for the system to accept the credit/discount amount properly.
2 votes
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